Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $27,626 |
Service code 99 · EIN 71-0294708 | Other Fees | $8,356 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,526 | $113,568-33.5% | $67,560+11.8% | $200,096-62.3% |
| Participation rate | 79.4% | 73.3%+6.0pp | 72.9%+6.4pp | 72.0%+7.3pp |
| Annual return | 13.60% | 15.88%-2.3pp | 3533.50%-3519.9pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,049 | $3,409-39.9% | $2,737-25.1% | $3,038-32.5% |
| Participant deferral / active EE | $2,413 | $4,163-42.0% | $4,004-39.7% | $5,090-52.6% |
| Admin fee / account holder | $71 | $102-30.9% | $3,994-98.2% | $269-73.7% |