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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $66,712 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,572 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $27,323 | $287,456-90.5% | $170,435-84.0% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | 17.02% | 6.06%+11.0pp | 205.94%-188.9pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $137 | $39,812-99.7% | $13,881-99.0% | - |