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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,989 | $91,474-41.0% | $135,982-60.3% | $71,529-24.5% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 20.16% | 29.89%-9.7pp | 68.32%-48.2pp | 28.97%-8.8pp |
| Employer contribution / active EE | $3,948 | $3,705+6.6% | $4,859-18.7% | $2,590+52.5% |
| Participant deferral / active EE | $9,743 | $7,095+37.3% | $7,760+25.6% | $4,291+127.0% |
| Admin fee / account holder | $214 | $1,267-83.1% | $10,767-98.0% | $1,588-86.5% |