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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $20,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,391 | $58,320+97.9% | $86,451+33.5% | $66,949+72.4% |
| Participation rate | 93.7% | 78.6%+15.1pp | 80.3%+13.3pp | 69.8%+23.8pp |
| Annual return | -10.68% | -9.71%-1.0pp | 4398.51%-4409.2pp | 1.57%-12.3pp |
| Employer contribution / active EE | $6,488 | $2,615+148.1% | $3,770+72.1% | $2,545+154.9% |
| Participant deferral / active EE | $6,736 | $6,899-2.4% | $6,953-3.1% | $4,239+58.9% |
| Admin fee / account holder | $52 | $546-90.5% | $6,734-99.2% | $594-91.3% |