Filed December 29, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $54,294 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,645 | $54,245-32.4% | $93,727-60.9% | $77,762-52.9% |
| Participation rate | 65.7% | 63.9%+1.8pp | 68.7%-3.0pp | 70.6%-4.9pp |
| Annual return | 13.04% | 30.58%-17.5pp | 133.83%-120.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,730 | $1,168+48.1% | $2,421-28.6% | $2,728-36.6% |
| Participant deferral / active EE | $1,301 | $3,144-58.6% | $4,417-70.6% | $4,651-72.0% |
| Admin fee / account holder | $111 | $575-80.7% | $8,292-98.7% | $433-74.3% |