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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 | $56,116+184.9% | $135,768+17.8% | $86,983+83.8% |
| Participation rate | 98.4% | 60.1%+38.3pp | 71.1%+27.3pp | 69.5%+28.8pp |
| Annual return | 10.84% | 125.33%-114.5pp | 526.10%-515.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $7,231 | $1,528+373.3% | $3,394+113.1% | $2,584+179.8% |
| Participant deferral / active EE | $7,144 | $2,690+165.6% | $3,977+79.6% | $4,194+70.3% |
| Admin fee / account holder | $73 | $4,314-98.3% | $7,048-99.0% | $7,856-99.1% |