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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,763 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,040 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,426 | $91,439+68.9% | $135,974+13.6% | $71,511+115.9% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 20.11% | 29.90%-9.8pp | 68.30%-48.2pp | 28.86%-8.7pp |
| Employer contribution / active EE | $6,379 | $3,705+72.2% | $4,859+31.3% | $2,589+146.4% |
| Participant deferral / active EE | $11,915 | $7,093+68.0% | $7,760+53.5% | $4,291+177.7% |
| Admin fee / account holder | $207 | $1,267-83.7% | $10,767-98.1% | $1,588-87.0% |