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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $26,736 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,877 | $30,423-64.2% | $56,025-80.6% | $74,478-85.4% |
| Participation rate | 67.8% | 32.9%+34.9pp | 52.5%+15.2pp | 67.2%+0.5pp |
| Annual return | 10.43% | 24.97%-14.5pp | 1712.69%-1702.3pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,584 | $1,176+34.7% | $1,955-18.9% | $4,350-63.6% |
| Admin fee / account holder | $197 | $2,363-91.7% | $2,828-93.0% | $1,946-89.9% |