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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 | Distribution (12b-1) fees; Shareholde... | $16,960 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $50,919-39.6% | $155,556-80.2% | $77,762-60.5% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 11.43% | 34.84%-23.4pp | 64.84%-53.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $835 | $1,991-58.1% | $4,675-82.1% | $2,728-69.4% |
| Participant deferral / active EE | $1,827 | $2,824-35.3% | $5,631-67.6% | $4,651-60.7% |
| Admin fee / account holder | $50 | $437-88.6% | $15,885-99.7% | $433-88.5% |