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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 | $106,230-50.6% | $147,080-64.3% | $77,736-32.5% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 16.38% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $2,614 | $4,072-35.8% | $4,933-47.0% | $2,728-4.2% |
| Participant deferral / active EE | $6,941 | $8,001-13.2% | $8,066-13.9% | $4,651+49.3% |
| Admin fee / account holder | $291 | $338-13.9% | $12,989-97.8% | $433-32.7% |