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: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,493 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,604 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,222 | $91,710+9.3% | $67,560+48.3% | $77,762+28.9% |
| Participation rate | 92.7% | 76.0%+16.6pp | 72.9%+19.7pp | 70.6%+22.1pp |
| Annual return | 14.84% | 14.88%0pp | 3533.50%-3518.7pp | 31.27%-16.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,884 | $3,911+50.5% | $4,004+46.9% | $4,651+26.5% |
| Admin fee / account holder | $64 | $245-73.9% | $3,994-98.4% | $433-85.3% |