Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $520,627 |
Service code 33 · EIN 04-3556944 | Securities brokerage; Securities brok... | $304,358 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $105,000 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $17,100 |
Service code 33 · EIN 41-2016508 | Securities brokerage; Securities brok... | $6,047 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,382 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,171 | $50,169+119.6% | $149,740-26.4% | $80,187+37.4% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 14.67% | 29.82%-15.1pp | 134.51%-119.8pp | 40.40%-25.7pp |
| Employer contribution / active EE | $3,050 | $1,869+63.1% | $4,821-36.7% | $2,980+2.4% |
| Participant deferral / active EE | $6,958 | $3,194+117.8% | $5,683+22.4% | $5,016+38.7% |
| Admin fee / account holder | $181 | $153+18.8% | $13,222-98.6% | $145+25.2% |