Filed February 28, 2022 (most recent of 2 filings on file)
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: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
JENNER & BLOCK LLP4 years Service code 16 · EIN 36-2192554 | Consulting | $8,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,114 |
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 | $135,095 | $105,173+28.5% | $87,102+55.1% | $77,775+73.7% |
| Participation rate | 85.2% | 85.8%-0.6pp | 76.9%+8.4pp | 73.2%+12.0pp |
| Annual return | 25.78% | 24.52%+1.3pp | 28.19%-2.4pp | 32.58%-6.8pp |
| Employer contribution / active EE | $3,569 | $2,890+23.5% | $2,521+41.5% | $2,504+42.5% |
| Participant deferral / active EE | $6,624 | $5,048+31.2% | $4,048+63.6% | $3,966+67.0% |
| Admin fee / account holder | $0 | $105-99.8% | $7,493-100.0% | $100-99.8% |