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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $9,560 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Contract Administrator | $5,700 |
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 | $80,167 | $65,084+23.2% | $67,681+18.4% | $64,340+24.6% |
| Participation rate | 93.7% | 66.7%+27.0pp | 73.7%+20.0pp | 55.2%+38.4pp |
| Annual return | 11.69% | 20.50%-8.8pp | 590.58%-578.9pp | 24.14%-12.5pp |
| Employer contribution / active EE | $2,351 | $2,398-2.0% | $2,678-12.2% | $1,862+26.3% |
| Participant deferral / active EE | $3,864 | $3,210+20.4% | $3,976-2.8% | $2,980+29.6% |
| Admin fee / account holder | $66 | $1,415-95.3% | $6,100-98.9% | $3,703-98.2% |