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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: FORTEM FINANCIAL Service code 26 44801 VILLAGE CT · PALM DESERT, CA 92260 | Advisory (Participants) | $8,932 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,242 | $56,918-66.2% | $182,558-89.5% | $65,186-70.5% |
| Participation rate | 97.9% | 66.5%+31.4pp | 78.0%+19.9pp | 70.2%+27.7pp |
| Annual return | 19.55% | 27.67%-8.1pp | 148.59%-129.0pp | 29.39%-9.8pp |
| Employer contribution / active EE | $677 | $1,615-58.0% | $4,076-83.4% | $2,177-68.9% |
| Participant deferral / active EE | $1,629 | $3,526-53.8% | $5,526-70.5% | $3,514-53.7% |
| Admin fee / account holder | $63 | $531-88.1% | $8,594-99.3% | $847-92.5% |