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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,961 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $14,193 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,616 |
Participant contribution per participant 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 | $46,056 | $89,435-48.5% | $164,975-72.1% | $77,714-40.7% |
| Participation rate | 86.1% | 78.6%+7.4pp | 78.6%+7.4pp | 70.6%+15.5pp |
| Annual return | 17.09% | 28.82%-11.7pp | 70.12%-53.0pp | 31.26%-14.2pp |
| Employer contribution / active EE | $1,691 | $2,563-34.0% | $4,343-61.1% | $2,727-38.0% |
| Participant deferral / active EE | $2,805 | $4,901-42.8% | $6,033-53.5% | $4,649-39.7% |
| Admin fee / account holder | $139 | $340-59.1% | $12,688-98.9% | $433-67.9% |