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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 | $69,774+142.4% | $67,575+150.3% | $74,459+127.2% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 12.13% | -40.53%+52.7pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $6,291 | $2,710+132.1% | $2,736+130.0% | $2,626+139.6% |
| Participant deferral / active EE | $6,747 | $3,636+85.5% | $4,003+68.5% | $4,350+55.1% |
| Admin fee / account holder | $369 | $890-58.6% | $3,993-90.8% | $1,945-81.0% |