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 06-1050034 | Contract Administrator | $213,606 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $144,035 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,971 | $103,918+30.8% | $94,677+43.6% | $80,187+69.6% |
| Participation rate | 99.2% | 85.8%+13.3pp | 80.8%+18.3pp | 72.9%+26.2pp |
| Annual return | 17.61% | 27.77%-10.2pp | 156.95%-139.3pp | 40.40%-22.8pp |
| Employer contribution / active EE | $4,281 | $3,539+21.0% | $3,673+16.6% | $2,980+43.7% |
| Participant deferral / active EE | $11,367 | $9,528+19.3% | $7,418+53.2% | $5,016+126.6% |
| Admin fee / account holder | $111 | $96+15.0% | $7,222-98.5% | $145-23.6% |