Filed January 21, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $39,998 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,423 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,014 | $129,021-28.7% | $184,203-50.0% | $77,643+18.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.31% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,397 | $4,413-45.7% | $6,427-62.7% | $2,726-12.0% |
| Participant deferral / active EE | $4,150 | $7,297-43.1% | $9,131-54.6% | $4,647-10.7% |
| Admin fee / account holder | $137 | $254-45.9% | $13,901-99.0% | $430-68.1% |