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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $144,297 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $92,070 |
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 | $52,496 | $106,247-50.6% | $147,096-64.3% | $77,714-32.5% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 16.38% | 56.87%-40.5pp | 419.75%-403.4pp | 31.26%-14.9pp |
| Employer contribution / active EE | $2,614 | $4,069-35.8% | $4,936-47.0% | $2,727-4.1% |
| Participant deferral / active EE | $6,941 | $7,996-13.2% | $8,071-14.0% | $4,649+49.3% |
| Admin fee / account holder | $291 | $338-13.8% | $13,005-97.8% | $433-32.7% |