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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $43,000 |
MOSS ADAMS LLP5 years Service code 29 · EIN 91-0189318 | Legal | $18,000 |
SELTZER CAPTAIN MCMOHAN VITEK10+ years Service code 29 · EIN 95-2665305 | Legal | $6,360 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 8.86% | 8.39%+0.5pp | 8.93%-0.1pp | 8.39%+0.5pp |
| Employer contribution / active EE | $7,596 | $18,340-58.6% | $34,172-77.8% | $18,340-58.6% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $44-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |