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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,130 |
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $67,149 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $20,680 |
TIAA2 years Filed as: TIAA-CREF Service code 27 · EIN 13-1624203 | Advisory (Plan) | $11,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,536 | $126,505+60.1% | $63,803+217.4% | $126,505+60.1% |
| Participation rate | 63.1% | 81.0%-18.0pp | 72.7%-9.6pp | 81.0%-18.0pp |
| Annual return | 10.15% | 14.86%-4.7pp | 543.72%-533.6pp | 14.86%-4.7pp |
| Employer contribution / active EE | $3,972 | $4,041-1.7% | $2,532+56.9% | $4,041-1.7% |
| Participant deferral / active EE | $4,120 | $6,313-34.7% | $3,843+7.2% | $6,313-34.7% |
| Admin fee / account holder | $47 | $145-67.7% | $5,196-99.1% | $145-67.7% |