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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,638 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,620 | $79,519-42.6% | $95,960-52.5% | $73,412-37.9% |
| Participation rate | 52.5% | 81.2%-28.7pp | 77.1%-24.6pp | 72.2%-19.7pp |
| Annual return | 12.89% | 19.20%-6.3pp | 91.63%-78.7pp | 59.30%-46.4pp |
| Employer contribution / active EE | $545 | $2,048-73.4% | $2,541-78.5% | $2,234-75.6% |
| Participant deferral / active EE | $2,827 | $4,138-31.7% | $4,167-32.1% | $3,806-25.7% |
| Admin fee / account holder | $143 | $184-22.3% | $6,797-97.9% | $158-9.3% |