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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,266 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,046 | $30,437+2.0% | $56,033-44.6% | $74,459-58.3% |
| Participation rate | 66.7% | 32.9%+33.8pp | 52.5%+14.2pp | 67.2%-0.6pp |
| Annual return | 9.07% | 24.96%-15.9pp | 1711.38%-1702.3pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,434 | $610+135.1% | $1,041+37.8% | $2,626-45.4% |
| Participant deferral / active EE | $1,119 | $1,176-4.8% | $1,954-42.7% | $4,350-74.3% |
| Admin fee / account holder | $263 | $2,363-88.9% | $2,827-90.7% | $1,945-86.5% |