Filed May 15, 1995
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 64 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Recordkeeping Fees | $46,323 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,754 | $122,063-4.3% | $184,256-36.6% | $74,478+56.8% |
| Participation rate | 94.0% | 85.5%+8.5pp | 86.8%+7.2pp | 67.2%+26.8pp |
| Annual return | 14.19% | 19.92%-5.7pp | 28.85%-14.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $5,310 | $4,539+17.0% | $6,427-17.4% | $2,626+102.2% |
| Participant deferral / active EE | $7,477 | $7,144+4.7% | $9,133-18.1% | $4,350+71.9% |
| Admin fee / account holder | $214 | $1,253-82.9% | $13,899-98.5% | $1,946-89.0% |