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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,485 |
CAPITAL MGMT SERVICES INC6 years Filed as: CAPITAL MANAGEMENT SERVICES INC. Service code 27 · EIN 23-2479975 | Advisory (Plan) | $19,003 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,649 | $99,168-65.1% | $96,534-64.1% | $74,460-53.5% |
| Participation rate | 97.7% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 13.75% | 22.40%-8.6pp | 25.88%-12.1pp | 34.38%-20.6pp |
| Employer contribution / active EE | $991 | $2,570-61.4% | $2,965-66.6% | $2,638-62.4% |
| Participant deferral / active EE | $2,310 | $4,936-53.2% | $4,851-52.4% | $4,530-49.0% |
| Admin fee / account holder | $180 | $225-19.8% | $8,253-97.8% | $348-48.2% |