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: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $36,050 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $34,216 |
HUNTINGDON COLLEGE1 year Filed as: HUNTINGDON COLLETE Service code 10 · EIN 63-0288841 1500 E FAIRVIEW AVE · MONTGOMERY, AL 36106 | Accounting | $28,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $91,692-23.2% | $67,561+4.2% | $77,714-9.4% |
| Participation rate | 98.5% | 76.0%+22.5pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 12.49% | 14.88%-2.4pp | 3525.44%-3512.9pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,848 | $3,188-42.0% | $2,735-32.4% | $2,727-32.2% |
| Participant deferral / active EE | $2,661 | $3,912-32.0% | $4,003-33.5% | $4,649-42.8% |
| Admin fee / account holder | $230 | $245-5.9% | $4,006-94.3% | $433-46.9% |