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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNER LLC Service code 28 4208 SIX FORKS RD # 1700 · RALEIGH, NC 27609 | Investment Management | $14,094 |
WEBSTERROGER, LLP1+ years Service code 10 · EIN 57-0776381 | Accounting | $11,380 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 28 · EIN 23-2186884 | Investment Management | $7,922 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 1100 CORPORATE CENTER DR · RALEIGH, NC 27607 | Bank Trustee | $5,890 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 10.31% | 4.80%+5.5pp | 7.98%+2.3pp | 4.56%+5.7pp |
| Employer contribution / active EE | $1,006 | $12,906-92.2% | $23,724-95.8% | $15,526-93.5% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |