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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $1,784 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,183-100.0% | $123,894-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.0%-69.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $359 | $5,084-92.9% | $5,984-94.0% | $3,054-88.3% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |