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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,477 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,137 | $104,336+57.3% | $159,495+2.9% | $86,828+89.0% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.9pp |
| Annual return | 15.82% | 26.32%-10.5pp | 263.72%-247.9pp | 97.95%-82.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $9,579 | $6,837+40.1% | $7,354+30.3% | $4,132+131.8% |
| Admin fee / account holder | -$74 | $172-143.1% | $10,804-100.7% | $170-143.8% |