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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $66,385 |
O'CONNOR DAVIES, LLP4+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,031 | $95,542+72.7% | $69,483+137.5% | $67,582+144.2% |
| Participation rate | 93.4% | 79.4%+14.0pp | 74.6%+18.8pp | 71.3%+22.1pp |
| Annual return | 5.63% | 17.67%-12.0pp | 28.99%-23.4pp | 378.57%-372.9pp |
| Employer contribution / active EE | $5,994 | $2,989+100.6% | $2,780+115.6% | $2,148+179.1% |
| Participant deferral / active EE | $5,269 | $3,263+61.5% | $3,537+49.0% | $3,539+48.9% |
| Admin fee / account holder | $71 | $90-21.1% | $3,841-98.2% | $142-50.2% |