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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,500 |
Annual investment return 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 | $228,940 | $82,188+178.6% | $125,401+82.6% | $64,829+253.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.69% | 3.50%-21.2pp | 572.53%-590.2pp | 32.85%-50.5pp |
| Employer contribution / active EE | $17,999 | $3,617+397.6% | $4,816+273.7% | $2,507+617.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $22 | $163-86.5% | $10,008-99.8% | $188-88.2% |