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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $56,130 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,239 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $107,914 | $95,542+12.9% | $69,480+55.3% | $67,584+59.7% |
| Participation rate | 99.6% | 79.4%+20.2pp | 74.6%+25.0pp | 71.3%+28.3pp |
| Annual return | 1.54% | 17.67%-16.1pp | 28.99%-27.4pp | 378.59%-377.1pp |
| Employer contribution / active EE | $6,571 | $2,989+119.9% | $2,780+136.4% | $2,148+206.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,540-100.0% |
| Admin fee / account holder | $91 | $90+0.9% | $3,840-97.6% | $142-36.3% |