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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 81-3326710 44801 VILLAGE COURT · WESTLAKE VILLATE, CA 91361 | Advisory (Participants) | $24,064 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $4,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,241 | $52,670-42.6% | $90,404-66.5% | $73,409-58.8% |
| Participation rate | 38.6% | 67.7%-29.1pp | 72.7%-34.1pp | 72.2%-33.6pp |
| Annual return | 13.53% | 20.70%-7.2pp | 1293.02%-1279.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $172 | $1,872-90.8% | $3,262-94.7% | $2,234-92.3% |
| Participant deferral / active EE | $1,064 | $2,807-62.1% | $3,963-73.2% | $3,805-72.0% |
| Admin fee / account holder | $257 | $117+120.3% | $5,611-95.4% | $158+62.9% |