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 | $69,745+81.7% | $67,511+87.7% | $74,546+70.0% |
| Participation rate | 90.7% | 71.3%+19.4pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 56.81% | -40.37%+97.2pp | 3517.41%-3460.6pp | 1366.03%-1309.2pp |
| Employer contribution / active EE | $4,289 | $2,705+58.6% | $2,733+57.0% | $2,624+63.4% |
| Participant deferral / active EE | $6,648 | $3,636+82.8% | $4,000+66.2% | $4,347+52.9% |
| Admin fee / account holder | $50 | $894-94.5% | $3,999-98.8% | $1,944-97.4% |