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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,131 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS , LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,938 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,311 |
HARTER SECREST & EMERY LLP2+ years Service code 29 · EIN 16-0766172 | Legal | $24,848 |
Filed as: TEAL, BECKER & CHIARAMONTE CPA'S P Service code 10 · EIN 14-1624930 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,785 | $57,150+36.1% | $93,727-17.0% | $106,553-27.0% |
| Participation rate | 30.5% | 49.1%-18.6pp | 68.7%-38.2pp | 69.8%-39.3pp |
| Annual return | 15.85% | 15.81%0pp | 133.83%-118.0pp | 17.37%-1.5pp |
| Employer contribution / active EE | $839 | $1,015-17.3% | $2,421-65.3% | $3,359-75.0% |
| Participant deferral / active EE | $1,216 | $1,853-34.4% | $4,417-72.5% | $5,562-78.1% |
| Admin fee / account holder | $60 | $64-6.2% | $8,292-99.3% | $80-24.2% |