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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $97,830 |
O'CONNOR DAVIES, LLP5+ years Filed as: O'CONNOR & DREW P.C. Service code 10 · EIN 04-3000523 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 021848702 | Accounting | $11,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,334 | $84,948+95.8% | $70,449+136.1% | $73,409+126.6% |
| Participation rate | 94.2% | 79.9%+14.3pp | 75.1%+19.2pp | 72.2%+22.1pp |
| Annual return | 4.19% | 13.39%-9.2pp | 109.03%-104.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $6,192 | $2,834+118.5% | $2,737+126.3% | $2,234+177.2% |
| Participant deferral / active EE | $5,454 | $3,387+61.0% | $3,709+47.1% | $3,805+43.3% |
| Admin fee / account holder | $99 | $98+0.9% | $3,845-97.4% | $158-37.3% |