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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $46,101 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $39,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,342 | $69,305-46.1% | $82,312-54.6% | $69,631-46.4% |
| Participation rate | 82.9% | 80.3%+2.6pp | 76.9%+6.0pp | 70.7%+12.2pp |
| Annual return | 15.32% | 21.47%-6.1pp | 25.88%-10.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $968 | $1,887-48.7% | $2,428-60.2% | $2,032-52.4% |
| Participant deferral / active EE | $1,939 | $3,568-45.7% | $3,706-47.7% | $3,224-39.9% |
| Admin fee / account holder | $349 | $97+259.6% | $5,608-93.8% | $110+216.4% |