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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $87,500 |
O'CONNOR DAVIES, LLP3+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $17,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,730 | $70,083+136.5% | $59,899+176.7% | $55,725+197.4% |
| Participation rate | 94.8% | 78.4%+16.4pp | 74.7%+20.1pp | 70.9%+23.9pp |
| Annual return | 9.09% | 3.13%+6.0pp | 3.46%+5.6pp | 244.93%-235.8pp |
| Employer contribution / active EE | $5,923 | $2,878+105.8% | $2,723+117.5% | $2,078+185.0% |
| Participant deferral / active EE | $5,068 | $3,079+64.6% | $3,402+48.9% | $3,356+51.0% |
| Admin fee / account holder | $97 | $70+38.1% | $3,592-97.3% | $115-15.7% |