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 | $113,293-33.3% | $67,511+11.9% | $199,768-62.2% |
| Participation rate | 79.4% | 73.3%+6.0pp | 72.9%+6.5pp | 72.0%+7.3pp |
| Annual return | 13.60% | 15.88%-2.3pp | 3517.41%-3503.8pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,049 | $3,401-39.7% | $2,733-25.0% | $3,037-32.5% |
| Participant deferral / active EE | $2,413 | $4,159-42.0% | $4,000-39.7% | $5,090-52.6% |
| Admin fee / account holder | $71 | $103-31.0% | $3,999-98.2% | $269-73.7% |