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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,034 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $9,900 |
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $300 |
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 | $161,280 | $233,029-30.8% | $77,361+108.5% | - |
| Participation rate | 99.0% | 65.5%+33.5pp | 75.0%+24.0pp | - |
| Annual return | 10.55% | 5.57%+5.0pp | 1011.54%-1001.0pp | - |
| Employer contribution / active EE | $6,392 | $2,250+184.1% | $2,990+113.8% | - |
| Participant deferral / active EE | $7,450 | $4,212+76.9% | $3,911+90.5% | - |
| Admin fee / account holder | $93 | $49,244-99.8% | $5,894-98.4% | - |