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 |
|---|---|---|
COPPERLEAF CAPITAL LLC1 year Service code 27 5904 SIX FORKS RD STE 201 · RALEIGH, NC 27609 | Advisory (Plan) | $9,940 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,677 | $52,639-70.2% | $185,117-91.5% | $62,293-74.8% |
| Participation rate | 80.4% | 63.9%+16.6pp | 77.3%+3.2pp | 69.5%+10.9pp |
| Annual return | 19.96% | 19.57%+0.4pp | 40.50%-20.5pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,143 | $1,483-22.9% | $4,182-72.7% | $2,042-44.0% |
| Participant deferral / active EE | $1,072 | $3,097-65.4% | $5,045-78.8% | $3,169-66.2% |
| Admin fee / account holder | $71 | $374-80.9% | $8,159-99.1% | $479-85.1% |