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 | $50,574 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,799 | $47,135+24.7% | $149,717-60.7% | $74,440-21.0% |
| Participation rate | 58.8% | 63.4%-4.6pp | 78.8%-20.0pp | 70.7%-12.0pp |
| Annual return | 15.00% | 22.75%-7.8pp | 134.41%-119.4pp | 34.37%-19.4pp |
| Employer contribution / active EE | $1,789 | $1,906-6.1% | $4,820-62.9% | $2,638-32.2% |
| Participant deferral / active EE | $3,786 | $2,728+38.8% | $5,682-33.4% | $4,529-16.4% |
| Admin fee / account holder | $295 | $343-13.9% | $13,213-97.8% | $348-15.2% |