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 | $617,463 |
Filed as: CAPFINANCIAL PARTNERS, Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,303 |
VENABLE LLP8 years Service code 13 · EIN 52-0517250 | Contract Administrator | $22,254 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,819 | $68,330-72.5% | $149,740-87.4% | $96,393-80.5% |
| Participation rate | 88.8% | 74.6%+14.3pp | 78.8%+10.1pp | 71.3%+17.6pp |
| Annual return | 17.57% | 29.64%-12.1pp | 134.51%-116.9pp | 22.88%-5.3pp |
| Employer contribution / active EE | $738 | $2,139-65.5% | $4,821-84.7% | $3,239-77.2% |
| Participant deferral / active EE | $2,122 | $4,422-52.0% | $5,683-62.7% | $5,455-61.1% |
| Admin fee / account holder | $46 | $52-12.0% | $13,222-99.7% | $74-38.0% |