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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$270 |
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 | $629,382 | $77,908+707.9% | $149,696+320.4% | $75,173+737.2% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 16.41% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $32,837 | $3,138+946.5% | $4,821+581.2% | $2,671+1129.4% |
| Participant deferral / active EE | $18,253 | $3,411+435.1% | $5,682+221.2% | $4,126+342.4% |
| Admin fee / account holder | $246 | $5,950-95.9% | $13,212-98.1% | $5,651-95.7% |