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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $58,603 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $18,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,139 | $69,708+142.6% | $67,560+150.4% | $74,478+127.1% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 12.13% | -40.67%+52.8pp | 3533.50%-3521.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $6,291 | $2,715+131.7% | $2,737+129.9% | $2,626+139.5% |
| Participant deferral / active EE | $6,747 | $3,637+85.5% | $4,004+68.5% | $4,350+55.1% |
| Admin fee / account holder | $369 | $887-58.4% | $3,994-90.8% | $1,946-81.1% |