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 | $50,812+266.2% | $155,602+19.6% | $77,692+139.5% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.12% | 34.85%-20.7pp | 64.81%-50.7pp | 31.25%-17.1pp |
| Employer contribution / active EE | $7,917 | $1,989+298.1% | $4,675+69.3% | $2,726+190.4% |
| Participant deferral / active EE | $6,562 | $2,822+132.5% | $5,629+16.6% | $4,648+41.2% |
| Admin fee / account holder | $199 | $436-54.4% | $15,923-98.8% | $431-53.8% |