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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $21,767 |
Service code 10 · EIN 16-1003516 726 EXCHANGE ST · BUFFALO, NY 142101465 | Accounting | $10,900 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095731 | Advisory (Plan) | $7,500 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,093 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,824 | $55,470+503.6% | $155,556+115.2% | $74,478+349.6% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 55.99% | 269.80%-213.8pp | 64.84%-8.8pp | 1370.56%-1314.6pp |
| Employer contribution / active EE | $22,855 | $2,267+908.3% | $4,675+388.8% | $2,626+770.2% |
| Participant deferral / active EE | $6,395 | $2,838+125.3% | $5,631+13.6% | $4,350+47.0% |
| Admin fee / account holder | $161 | $1,744-90.7% | $15,885-99.0% | $1,946-91.7% |