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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Participants) | $15,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,883 | $56,431+183.3% | $130,788+22.2% | $87,485+82.8% |
| Participation rate | 98.4% | 58.9%+39.4pp | 70.1%+28.3pp | 68.9%+29.5pp |
| Annual return | 10.84% | 91.27%-80.4pp | 386.44%-375.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $7,231 | $1,549+366.8% | $3,558+103.2% | $2,596+178.5% |
| Participant deferral / active EE | $7,144 | $2,749+159.8% | $4,137+72.7% | $4,274+67.2% |
| Admin fee / account holder | $73 | $4,433-98.4% | $6,673-98.9% | $7,775-99.1% |