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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,717 | $101,591-27.4% | $147,096-49.9% | $74,429-1.0% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 17.41% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $4,801 | $3,813+25.9% | $4,936-2.7% | $2,625+82.9% |
| Participant deferral / active EE | $13,009 | $7,302+78.1% | $8,071+61.2% | $4,348+199.2% |
| Admin fee / account holder | $266 | $1,750-84.8% | $13,005-98.0% | $1,944-86.3% |