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 LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,275 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $30,000 |
O'BRIEN BELLAND & BUSHINSKY6 years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $14,393 |
Service code 49 · EIN 22-1538529 | Other Services | $5,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,111 | $106,351+132.4% | $105,223+134.8% | $103,975+137.7% |
| Participation rate | 55.5% | 80.0%-24.4pp | 75.0%-19.5pp | 72.5%-17.0pp |
| Annual return | 12.44% | 11.69%+0.7pp | 180.65%-168.2pp | 19.41%-7.0pp |
| Employer contribution / active EE | $5,819 | $5,336+9.0% | $3,689+57.8% | $3,722+56.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $266 | $316-15.9% | $8,859-97.0% | $332-20.1% |