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: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,216 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,714 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,204 | $66,486+64.3% | $81,370+34.2% | $77,762+40.4% |
| Participation rate | 34.0% | 68.7%-34.7pp | 69.5%-35.5pp | 70.6%-36.6pp |
| Annual return | 12.47% | 15.95%-3.5pp | 24.85%-12.4pp | 31.27%-18.8pp |
| Employer contribution / active EE | $297 | $2,158-86.3% | $2,464-88.0% | $2,728-89.1% |
| Participant deferral / active EE | $2,309 | $3,677-37.2% | $3,885-40.6% | $4,651-50.4% |
| Admin fee / account holder | $592 | $586+1.1% | $5,749-89.7% | $433+36.8% |