Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 49 · EIN 27-6095731 4208 SIX FORKS ROAD, #1700 · RALEIGH, NC 27609 | Other Services | $10,944 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,985 | $79,151-35.6% | $60,906-16.3% | $64,819-21.3% |
| Participation rate | 97.3% | 77.7%+19.6pp | 73.1%+24.2pp | 71.5%+25.8pp |
| Annual return | -11.74% | -7.12%-4.6pp | 16.94%-28.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $1,917 | $3,052-37.2% | $2,703-29.1% | $2,507-23.5% |
| Participant deferral / active EE | $2,820 | $3,727-24.3% | $3,814-26.1% | $4,311-34.6% |
| Admin fee / account holder | $17 | $106-83.6% | $3,227-99.5% | $188-90.8% |