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 FINANCIAL A Service code 16 · EIN 45-0479693 | Consulting | $60,000 |
SMITH & HOWARD, PC2+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $44,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,406 | $31,370+70.2% | $74,577-28.4% | $63,975-16.5% |
| Participation rate | 57.7% | 42.6%+15.2pp | 68.1%-10.4pp | 71.1%-13.4pp |
| Annual return | 8.43% | -105.16%+113.6pp | 20.47%-12.0pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,866 | $822+248.6% | $2,525+13.5% | $2,182+31.4% |
| Participant deferral / active EE | $4,094 | $1,560+162.4% | $3,458+18.4% | $3,356+22.0% |
| Admin fee / account holder | $48 | $77-37.0% | $4,138-98.8% | $70-31.3% |