Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $35,674 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,250 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $1,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,429 | $55,446-32.5% | $155,574-75.9% | $74,429-49.7% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 11.66% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $2,602 | $2,266+14.8% | $4,676-44.4% | $2,625-0.9% |
| Participant deferral / active EE | $3,152 | $2,836+11.2% | $5,629-44.0% | $4,348-27.5% |
| Admin fee / account holder | $164 | $1,743-90.6% | $15,914-99.0% | $1,944-91.6% |