Filed October 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $212,906 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,096 | $48,592-9.3% | $185,835-76.3% | $90,274-51.2% |
| Participation rate | 42.0% | 66.2%-24.3pp | 78.0%-36.1pp | 73.4%-31.4pp |
| Annual return | 20.89% | 68.51%-47.6pp | 35.96%-15.1pp | 53.97%-33.1pp |
| Employer contribution / active EE | $1,051 | $1,389-24.3% | $4,087-74.3% | $2,523-58.3% |
| Participant deferral / active EE | $1,874 | $3,463-45.9% | $5,633-66.7% | $4,231-55.7% |
| Admin fee / account holder | $235 | $77+203.7% | $9,502-97.5% | $114+106.3% |