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 LLC2 years Filed as: CAP PARTNERS LLC Service code 27 · EIN 80-0963366 | Advisory (Plan) | $14,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,127 | $65,437-5.1% | $86,698-28.3% | $66,949-7.2% |
| Participation rate | 46.1% | 75.5%-29.4pp | 76.6%-30.5pp | 69.8%-23.7pp |
| Annual return | -16.60% | -10.91%-5.7pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,239 | $2,154-42.5% | $2,837-56.3% | $2,545-51.3% |
| Participant deferral / active EE | $2,070 | $4,102-49.5% | $4,656-55.5% | $4,239-51.2% |
| Admin fee / account holder | $442 | $642-31.1% | $7,492-94.1% | $594-25.5% |