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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $49,533 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,565 | $73,638+85.5% | $108,405+26.0% | $79,389+72.0% |
| Participation rate | 88.0% | 77.4%+10.6pp | 80.1%+7.8pp | 70.7%+17.3pp |
| Annual return | 12.14% | 33.27%-21.1pp | 905.55%-893.4pp | 116.89%-104.7pp |
| Employer contribution / active EE | $7,138 | $2,397+197.8% | $3,559+100.6% | $2,428+194.0% |
| Participant deferral / active EE | $5,399 | $6,218-13.2% | $6,563-17.7% | $4,046+33.4% |
| Admin fee / account holder | $124 | $638-80.6% | $7,297-98.3% | $626-80.3% |