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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $35,787 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,813 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,829 | $89,093-25.0% | $102,434-34.8% | $77,736-14.0% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 15.86% | 25.03%-9.2pp | 29.46%-13.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,018 | $2,699+48.8% | $3,023+32.9% | $2,728+47.3% |
| Participant deferral / active EE | $5,742 | $5,147+11.6% | $5,055+13.6% | $4,651+23.5% |
| Admin fee / account holder | $73 | $236-69.1% | $9,462-99.2% | $433-83.2% |