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 | $690,130 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,564 |
VENABLE LLP9 years Service code 27 · EIN 52-0517250 | Advisory (Plan) | $1,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,314 | $73,283-68.2% | $155,556-85.0% | $106,553-78.1% |
| Participation rate | 89.4% | 73.3%+16.1pp | 78.2%+11.2pp | 69.8%+19.6pp |
| Annual return | 12.73% | 15.76%-3.0pp | 64.84%-52.1pp | 17.37%-4.6pp |
| Employer contribution / active EE | $725 | $2,241-67.6% | $4,675-84.5% | $3,359-78.4% |
| Participant deferral / active EE | $2,217 | $4,567-51.4% | $5,631-60.6% | $5,562-60.1% |
| Admin fee / account holder | $56 | $56+0.2% | $15,885-99.6% | $80-29.7% |