Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 50 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Direct Payment | $50,625 |
Filed as: EMPOWER LIFE & ANNUIRY INSURANCE Service code 50 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,194 | $91,710-3.8% | $67,560+30.5% | $77,762+13.4% |
| Participation rate | 73.6% | 76.0%-2.4pp | 72.9%+0.7pp | 70.6%+3.0pp |
| Annual return | 11.88% | 14.88%-3.0pp | 3533.50%-3521.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $5,121 | $3,187+60.7% | $2,737+87.1% | $2,728+87.7% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $37 | $245-85.0% | $3,994-99.1% | $433-91.5% |