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: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,891 | $84,493+28.9% | $125,381-13.2% | $66,938+62.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.11% | -8.49%-8.6pp | 572.31%-589.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,724 | $3,554-23.3% | $4,815-43.4% | $2,545+7.0% |
| Participant deferral / active EE | $8,824 | $6,783+30.1% | $7,448+18.5% | $4,238+108.2% |
| Admin fee / account holder | $37 | $685-94.6% | $10,007-99.6% | $594-93.8% |