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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $19,659 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,012 | $84,948+4.8% | $70,462+26.3% | $73,412+21.3% |
| Participation rate | 97.6% | 79.9%+17.6pp | 75.1%+22.5pp | 72.2%+25.4pp |
| Annual return | 10.87% | 13.39%-2.5pp | 109.08%-98.2pp | 59.30%-48.4pp |
| Employer contribution / active EE | $3,523 | $2,834+24.3% | $2,737+28.7% | $2,234+57.7% |
| Participant deferral / active EE | $880 | $3,387-74.0% | $3,710-76.3% | $3,806-76.9% |
| Admin fee / account holder | $29 | $98-70.3% | $3,845-99.2% | $158-81.5% |