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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,171 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,388 | $101,591+75.6% | $147,096+21.3% | $74,429+139.7% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 15.79% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $6,998 | $3,813+83.6% | $4,936+41.8% | $2,625+166.6% |
| Participant deferral / active EE | $12,504 | $7,302+71.2% | $8,071+54.9% | $4,348+187.6% |
| Admin fee / account holder | $612 | $1,750-65.0% | $13,005-95.3% | $1,944-68.5% |