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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $733 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525,029 | $73,863+610.8% | $143,797+265.1% | $68,490+666.6% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -15.09% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $32,744 | $3,185+928.2% | $4,952+561.2% | $2,597+1161.0% |
| Participant deferral / active EE | $14,988 | $3,385+342.8% | $5,638+165.8% | $4,028+272.1% |
| Admin fee / account holder | $252 | $5,756-95.6% | $14,679-98.3% | $5,403-95.3% |