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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $39,200 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,407 | $66,813+77.2% | $100,535+17.8% | $73,497+61.1% |
| Participation rate | 98.5% | 77.5%+21.0pp | 79.4%+19.0pp | 70.7%+27.8pp |
| Annual return | 11.76% | 25.70%-13.9pp | 30.90%-19.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $6,876 | $2,147+220.3% | $3,419+101.1% | $2,270+202.9% |
| Participant deferral / active EE | $5,745 | $5,883-2.3% | $6,271-8.4% | $3,740+53.6% |
| Admin fee / account holder | $96 | $512-81.2% | $8,085-98.8% | $513-81.3% |