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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,466 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $6,459 |
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 | $126,713 | $69,708+81.8% | $67,560+87.6% | $74,478+70.1% |
| Participation rate | 90.7% | 71.4%+19.3pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 56.81% | -40.67%+97.5pp | 3533.50%-3476.7pp | 1370.56%-1313.8pp |
| Employer contribution / active EE | $4,289 | $2,715+58.0% | $2,737+56.7% | $2,626+63.3% |
| Participant deferral / active EE | $6,648 | $3,637+82.8% | $4,004+66.0% | $4,350+52.8% |
| Admin fee / account holder | $50 | $887-94.4% | $3,994-98.8% | $1,946-97.5% |