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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $45,000 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Accounting | $14,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,565 | $90,064-21.7% | $100,415-29.7% | $77,762-9.3% |
| Participation rate | 85.1% | 81.3%+3.8pp | 81.5%+3.6pp | 70.6%+14.5pp |
| Annual return | 14.97% | 20.61%-5.6pp | 49.47%-34.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,780 | $8,282-18.1% | $8,091-16.2% | $4,651+45.8% |
| Admin fee / account holder | $49 | $172-71.6% | $7,906-99.4% | $433-88.7% |