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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $19,423 |
TIAA7 years Service code 64 · EIN 13-1624203 760 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,195 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,426 | $63,433+110.3% | $63,803+109.1% | $64,097+108.2% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 55.2%+42.0pp |
| Annual return | 14.97% | 20.74%-5.8pp | 543.72%-528.8pp | 34.64%-19.7pp |
| Employer contribution / active EE | $5,558 | $2,332+138.4% | $2,532+119.5% | $1,891+193.9% |
| Participant deferral / active EE | $6,024 | $3,119+93.2% | $3,843+56.7% | $3,080+95.6% |
| Admin fee / account holder | $139 | $1,489-90.7% | $5,196-97.3% | $3,454-96.0% |