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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,273 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,118 | $79,223-10.2% | $102,460-30.6% | $74,478-4.5% |
| Participation rate | 67.1% | 74.8%-7.6pp | 76.5%-9.4pp | 67.2%-0.1pp |
| Annual return | 13.53% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $476 | $2,363-79.9% | $3,025-84.3% | $2,626-81.9% |
| Participant deferral / active EE | $3,318 | $4,417-24.9% | $5,056-34.4% | $4,350-23.7% |
| Admin fee / account holder | $152 | $2,003-92.4% | $9,460-98.4% | $1,946-92.2% |