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 LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,798 | $83,045-56.9% | $130,045-72.5% | $71,511-49.9% |
| Participation rate | 63.6% | 74.1%-10.5pp | 78.5%-14.9pp | 67.9%-4.3pp |
| Annual return | 18.69% | 20.61%-1.9pp | -137.30%+156.0pp | 28.86%-10.2pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,675 | $4,436-17.1% | $5,820-36.8% | $4,291-14.3% |
| Admin fee / account holder | $327 | $1,727-81.1% | $10,600-96.9% | $1,588-79.4% |