Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $27,522 |
PKF O'CONNOR DAVIES, LLP3+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $17,700 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,635 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,849 | $52,188+26.2% | $86,640-24.0% | $74,460-11.6% |
| Participation rate | 96.5% | 66.3%+30.2pp | 71.7%+24.8pp | 70.7%+25.8pp |
| Annual return | 19.08% | 44.46%-25.4pp | 592.52%-573.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $5,211 | $2,282+128.4% | $3,024+72.3% | $2,638+97.5% |
| Participant deferral / active EE | $5,290 | $3,383+56.4% | $4,438+19.2% | $4,530+16.8% |
| Admin fee / account holder | $109 | $319-65.9% | $5,616-98.1% | $348-68.7% |