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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 | Other Commissions | $31,407 |
NYEMASTER GOOD P.C.1 year Filed as: NYEMASTER GOODE PC Service code 99 · EIN 42-1154516 | Other Fees | $486 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 22 100 GATEWAY DR STE 300 · BETHLEHEM, PA 18017 | Insurance Broker | $0 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES, LLC Service code 22 4208 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 | $60,580 | $55,453+9.2% | $170,439-64.5% | $62,293-2.7% |
| Participation rate | 97.7% | 66.4%+31.3pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 16.96% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,105 | $2,164-2.7% | $5,433-61.3% | $2,042+3.1% |
| Participant deferral / active EE | $3,812 | $2,303+65.6% | $4,939-22.8% | $3,169+20.3% |
| Admin fee / account holder | $100 | $455-78.0% | $13,881-99.3% | $479-79.1% |