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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $50,890 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,998 |
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 | $148,234 | $65,582+126.0% | $64,097+131.3% | $71,529+107.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.85% | 18.96%-2.1pp | 33.75%-16.9pp | 28.97%-12.1pp |
| Employer contribution / active EE | $5,843 | $2,671+118.8% | $2,750+112.5% | $2,590+125.6% |
| Participant deferral / active EE | $6,379 | $3,628+75.8% | $3,881+64.3% | $4,291+48.6% |
| Admin fee / account holder | $316 | $616-48.8% | $3,070-89.7% | $1,588-80.1% |