Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 49 · EIN 27-6095731 4208 SIX FORKS ROAD, #1700 · RALEIGH, NC 27609 | Other Services | $34,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,533 | $91,692-37.3% | $67,561-14.8% | $77,714-26.0% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 12.20% | 14.88%-2.7pp | 3525.44%-3513.2pp | 31.26%-19.1pp |
| Employer contribution / active EE | $2,111 | $3,188-33.8% | $2,735-22.8% | $2,727-22.6% |
| Participant deferral / active EE | $3,131 | $3,912-20.0% | $4,003-21.8% | $4,649-32.7% |
| Admin fee / account holder | $47 | $245-80.7% | $4,006-98.8% | $433-89.1% |