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: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $46,693 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,341 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,241 |
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 | $119,990 | $84,493+42.0% | $125,381-4.3% | $66,938+79.3% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.4pp |
| Annual return | -8.50% | -8.49%0pp | 572.31%-580.8pp | 1.58%-10.1pp |
| Employer contribution / active EE | $4,244 | $3,554+19.4% | $4,815-11.9% | $2,545+66.8% |
| Participant deferral / active EE | $7,050 | $6,783+3.9% | $7,448-5.3% | $4,238+66.4% |
| Admin fee / account holder | $437 | $685-36.2% | $10,007-95.6% | $594-26.4% |