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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $35,674 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,250 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $1,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,429 | $55,470-32.5% | $155,556-75.9% | $74,478-49.7% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 11.66% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $2,602 | $2,267+14.8% | $4,675-44.4% | $2,626-0.9% |
| Participant deferral / active EE | $3,152 | $2,838+11.1% | $5,631-44.0% | $4,350-27.5% |
| Admin fee / account holder | $164 | $1,744-90.6% | $15,885-99.0% | $1,946-91.6% |