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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,739 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,172 |
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 | $30,087 | $75,388-60.1% | $123,549-75.6% | $55,725-46.0% |
| Participation rate | 75.2% | 75.7%-0.5pp | 82.3%-7.1pp | 70.9%+4.4pp |
| Annual return | 33.86% | 4.48%+29.4pp | 119.20%-85.3pp | 244.93%-211.1pp |
| Employer contribution / active EE | $1,456 | $3,063-52.5% | $4,628-68.5% | $2,078-29.9% |
| Participant deferral / active EE | $4,500 | $5,651-20.4% | $6,426-30.0% | $3,356+34.1% |
| Admin fee / account holder | $216 | $120+80.4% | $9,284-97.7% | $115+87.6% |