Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 28 4208 SIX FORKS RD. SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $16,325 |
EMERSON RICKSTREW4 years Service code 20 5927 CRESCENT LANE · COLLEYVILLE, TX 76034 | Consulting fees; Trustee (individual) | $13,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,423 | $104,479-46.0% | $159,474-64.6% | $79,391-28.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.92% | 67.98%-49.1pp | 263.68%-244.8pp | 116.88%-98.0pp |
| Employer contribution / active EE | $3,512 | $3,417+2.8% | $4,831-27.3% | $2,428+44.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $74 | $711-89.6% | $10,802-99.3% | $627-88.2% |