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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $84,015 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,315 |
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 | $54,328 | $81,948-33.7% | $90,760-40.1% | $64,819-16.2% |
| Participation rate | 95.2% | 80.5%+14.7pp | 75.7%+19.5pp | 71.5%+23.7pp |
| Annual return | -14.22% | -12.53%-1.7pp | -12.16%-2.1pp | 32.84%-47.1pp |
| Employer contribution / active EE | $2,502 | $3,067-18.4% | $2,922-14.4% | $2,507-0.2% |
| Participant deferral / active EE | $3,083 | $4,844-36.4% | $4,565-32.5% | $4,311-28.5% |
| Admin fee / account holder | $82 | $157-47.7% | $8,444-99.0% | $188-56.3% |