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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $17,654 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $106,867 | $69,774+53.2% | $67,575+58.1% | $74,459+43.5% |
| Participation rate | 94.1% | 71.4%+22.7pp | 72.9%+21.2pp | 67.2%+26.8pp |
| Annual return | 11.61% | -40.53%+52.1pp | 3528.98%-3517.4pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $219 | $2,710-91.9% | $2,736-92.0% | $2,626-91.7% |
| Participant deferral / active EE | $1,998 | $3,636-45.1% | $4,003-50.1% | $4,350-54.1% |
| Admin fee / account holder | $75 | $890-91.6% | $3,993-98.1% | $1,945-96.1% |