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 LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,911 |
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 | $186,066 | $50,860+265.8% | $155,574+19.6% | $77,714+139.4% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.12% | 34.86%-20.7pp | 64.87%-50.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $7,917 | $1,991+297.7% | $4,676+69.3% | $2,727+190.3% |
| Participant deferral / active EE | $6,562 | $2,825+132.3% | $5,629+16.6% | $4,649+41.1% |
| Admin fee / account holder | $199 | $436-54.4% | $15,914-98.7% | $433-54.1% |