Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 49 · EIN 27-6095731 4208 SIX FORKS RD # 1700 · RALEIGH, NC 276095731 | Other Services | $35,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,189 | $93,351-23.7% | $62,929+13.1% | $79,634-10.6% |
| Participation rate | 97.8% | 74.6%+23.2pp | 73.1%+24.7pp | 62.5%+35.3pp |
| Annual return | 14.08% | 14.37%-0.3pp | 1063.93%-1049.8pp | 36.46%-22.4pp |
| Employer contribution / active EE | $2,073 | $3,135-33.9% | $2,505-17.2% | $2,529-18.0% |
| Participant deferral / active EE | $3,094 | $3,921-21.1% | $3,888-20.4% | $3,835-19.3% |
| Admin fee / account holder | $49 | $229-78.7% | $5,065-99.0% | $1,002-95.1% |