Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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) | $40,000 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $17,199 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,447 | $106,230+22.8% | $147,080-11.3% | $77,736+67.8% |
| Participation rate | 88.0% | 78.4%+9.6pp | 82.2%+5.8pp | 70.6%+17.4pp |
| Annual return | 22.81% | 56.91%-34.1pp | 420.17%-397.4pp | 31.26%-8.4pp |
| Employer contribution / active EE | $8,699 | $4,072+113.6% | $4,933+76.3% | $2,728+218.9% |
| Participant deferral / active EE | $18,516 | $8,001+131.4% | $8,066+129.5% | $4,651+298.1% |
| Admin fee / account holder | $92 | $338-72.7% | $12,989-99.3% | $433-78.7% |