Filed October 24, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $52,396 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $28,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,879 | $55,446-13.6% | $155,574-69.2% | $74,429-35.7% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 12.68% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $3,240 | $2,266+43.0% | $4,676-30.7% | $2,625+23.4% |
| Participant deferral / active EE | $3,372 | $2,836+18.9% | $5,629-40.1% | $4,348-22.4% |
| Admin fee / account holder | $185 | $1,743-89.4% | $15,914-98.8% | $1,944-90.5% |