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 LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $74,924 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,774 |
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 | $129,254 | $36,916+250.1% | $156,551-17.4% | $57,658+124.2% |
| Participation rate | 94.7% | 63.4%+31.3pp | 84.0%+10.7pp | 70.2%+24.5pp |
| Annual return | 9.50% | 12.38%-2.9pp | 32.23%-22.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $5,664 | $1,571+260.6% | $5,501+3.0% | $1,974+187.0% |
| Participant deferral / active EE | $4,214 | $1,926+118.8% | $4,871-13.5% | $3,061+37.7% |
| Admin fee / account holder | $57 | $82-31.0% | $13,028-99.6% | $95-39.7% |