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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27069 | Advisory (Plan) | $39,999 |
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 | $41,647 | $70,083-40.6% | $59,883-30.5% | $55,725-25.3% |
| Participation rate | 93.4% | 78.4%+15.1pp | 74.7%+18.7pp | 70.9%+22.6pp |
| Annual return | -3.17% | 3.13%-6.3pp | 3.46%-6.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,520 | $2,878-47.2% | $2,722-44.1% | $2,078-26.8% |
| Participant deferral / active EE | $2,283 | $3,079-25.8% | $3,402-32.9% | $3,356-32.0% |
| Admin fee / account holder | $53 | $70-24.9% | $3,591-98.5% | $115-54.1% |