Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $580,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275,316 |
EISNERAMPER LLP1 year Service code 13 PO BOX 360635 · PITTSBURGH, PA 152516635 | Contract Administrator | $39,901 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,919 | $73,283-48.3% | $155,556-75.6% | $106,553-64.4% |
| Participation rate | 82.4% | 73.3%+9.2pp | 78.2%+4.2pp | 69.8%+12.6pp |
| Annual return | 20.03% | 15.76%+4.3pp | 64.84%-44.8pp | 17.37%+2.7pp |
| Employer contribution / active EE | $29 | $2,241-98.7% | $4,675-99.4% | $3,359-99.1% |
| Participant deferral / active EE | $3,434 | $4,567-24.8% | $5,631-39.0% | $5,562-38.3% |
| Admin fee / account holder | $44 | $56-21.3% | $15,885-99.7% | $80-44.7% |