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 |
|---|---|---|
CAPITAL ADVISORS WEALTH MGMT3 years Service code 26 · EIN 85-1350829 | Advisory (Participants) | $34,734 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,634 |
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 | $141,581 | $72,620+95.0% | $90,760+56.0% | $66,938+111.5% |
| Participation rate | 89.1% | 73.7%+15.4pp | 75.7%+13.4pp | 69.8%+19.3pp |
| Annual return | -17.60% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,236 | $2,369+78.8% | $2,922+45.0% | $2,545+66.4% |
| Participant deferral / active EE | $8,129 | $3,979+104.3% | $4,565+78.1% | $4,238+91.8% |
| Admin fee / account holder | $552 | $707-22.0% | $8,444-93.5% | $594-7.0% |