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 LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $65,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,878 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,255 | $46,173+240.6% | $170,435-7.7% | $69,631+125.8% |
| Participation rate | 96.6% | 63.9%+32.7pp | 83.6%+13.0pp | 70.7%+25.9pp |
| Annual return | 20.27% | 21.62%-1.3pp | 205.94%-185.7pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $7,259 | $1,610+350.9% | $5,432+33.6% | $2,032+257.2% |
| Participant deferral / active EE | $5,549 | $2,080+166.8% | $4,939+12.3% | $3,224+72.1% |
| Admin fee / account holder | $287 | $116+147.2% | $13,881-97.9% | $110+159.5% |