Filed January 25, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,121 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,089 |
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 | $121,088 | $122,063-0.8% | $184,256-34.3% | $74,478+62.6% |
| Participation rate | 92.6% | 85.5%+7.1pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 14.39% | 19.92%-5.5pp | 28.85%-14.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $2,650 | $4,539-41.6% | $6,427-58.8% | $2,626+0.9% |
| Participant deferral / active EE | $5,474 | $7,144-23.4% | $9,133-40.1% | $4,350+25.8% |
| Admin fee / account holder | $523 | $1,253-58.2% | $13,899-96.2% | $1,946-73.1% |