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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: CAPFINANCIAL PATNERS LLC Service code 55 | Other Commissions | $22,827 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 22 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Insurance Broker | $0 |
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 | $47,617 | $46,360+2.7% | $147,618-67.7% | $52,331-9.0% |
| Participation rate | 96.6% | 64.9%+31.7pp | 84.6%+12.0pp | 68.1%+28.5pp |
| Annual return | 0.64% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,630 | $2,126-23.4% | $5,565-70.7% | $1,882-13.4% |
| Participant deferral / active EE | $3,103 | $2,258+37.4% | $4,895-36.6% | $3,022+2.7% |
| Admin fee / account holder | $135 | $766-82.3% | $11,612-98.8% | $592-77.1% |