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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,868 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $113,443 | $122,585-7.5% | $184,256-38.4% | $200,096-43.3% |
| Participation rate | 91.5% | 86.9%+4.6pp | 86.8%+4.7pp | 72.0%+19.5pp |
| Annual return | 0.00% | 144.12%-144.1pp | 28.85%-28.8pp | 34.26%-34.3pp |
| Employer contribution / active EE | $1,284 | $4,571-71.9% | $6,427-80.0% | $3,038-57.7% |
| Participant deferral / active EE | $4,102 | $7,972-48.5% | $9,133-55.1% | $5,090-19.4% |
| Admin fee / account holder | $37 | $120-69.2% | $13,899-99.7% | $269-86.3% |