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 LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $103,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $183,206 | $62,928+191.1% | $172,753+6.1% | $67,582+171.1% |
| Participation rate | 94.4% | 64.5%+29.9pp | 82.6%+11.7pp | 71.3%+23.1pp |
| Annual return | 25.22% | 30.36%-5.1pp | 803.00%-777.8pp | 378.57%-353.4pp |
| Employer contribution / active EE | $7,478 | $1,636+357.1% | $5,144+45.4% | $2,148+248.2% |
| Participant deferral / active EE | $5,872 | $2,145+173.8% | $5,198+13.0% | $3,539+65.9% |
| Admin fee / account holder | $348 | $167+108.6% | $13,956-97.5% | $142+144.3% |