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 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $19,423 |
TIAA7 years Service code 64 · EIN 13-1624203 760 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,195 |
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 | $133,426 | $64,705+106.2% | $62,929+112.0% | $67,986+96.3% |
| Participation rate | 97.2% | 65.6%+31.6pp | 73.1%+24.1pp | 57.2%+40.0pp |
| Annual return | 14.97% | 20.31%-5.3pp | 1063.93%-1049.0pp | 31.67%-16.7pp |
| Employer contribution / active EE | $5,558 | $2,376+134.0% | $2,505+121.9% | $2,019+175.3% |
| Participant deferral / active EE | $6,024 | $3,198+88.4% | $3,888+54.9% | $3,358+79.4% |
| Admin fee / account holder | $139 | $1,428-90.3% | $5,065-97.3% | $3,203-95.7% |