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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $5,099 |
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,389 | $45,087+220.2% | $69,483+107.8% | $72,976+97.9% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 30.36% | 22.67%+7.7pp | 28.99%+1.4pp | 81.02%-50.7pp |
| Employer contribution / active EE | $6,058 | $2,055+194.7% | $2,780+117.9% | $2,440+148.3% |
| Participant deferral / active EE | $7,052 | $2,603+170.9% | $3,537+99.4% | $3,608+95.5% |
| Admin fee / account holder | $39 | $3,057-98.7% | $3,841-99.0% | $5,124-99.2% |