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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $18,893 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $16,960 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,745 | $50,820-39.5% | $155,567-80.2% | $77,671-60.4% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 11.43% | 34.85%-23.4pp | 64.74%-53.3pp | 31.21%-19.8pp |
| Employer contribution / active EE | $835 | $1,993-58.1% | $4,674-82.1% | $2,726-69.4% |
| Participant deferral / active EE | $1,827 | $2,823-35.3% | $5,628-67.5% | $4,648-60.7% |
| Admin fee / account holder | $50 | $436-88.6% | $15,916-99.7% | $430-88.5% |