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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,153 |
Filed as: CAP FINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $17,600 |
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 | $89,596 | $65,376+37.0% | $87,104+2.9% | $65,185+37.4% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 21.76% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,702 | $1,822+158.0% | $2,521+86.5% | $2,177+116.0% |
| Participant deferral / active EE | $4,573 | $3,388+35.0% | $4,048+13.0% | $3,514+30.1% |
| Admin fee / account holder | $261 | $520-49.8% | $7,491-96.5% | $847-69.2% |