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 13 · EIN 42-0127290 | Contract Administrator | $74,197 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,850 | $74,538+66.2% | $92,805+33.5% | $65,306+89.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 83.5%+16.5pp | 57.7%+42.3pp |
| Annual return | -26.81% | 49.12%-75.9pp | 31.59%-58.4pp | 21.94%-48.8pp |
| Employer contribution / active EE | $16,235 | $2,362+587.3% | $3,424+374.1% | $1,967+725.2% |
| Participant deferral / active EE | $23,179 | $5,971+288.2% | $8,448+174.4% | $2,959+683.2% |
| Admin fee / account holder | $310 | $2,966-89.5% | $10,911-97.2% | $3,480-91.1% |