Filed December 29, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $35,708 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,108 |
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 | $46,594 | $50,956-8.6% | $96,570-51.8% | $86,821-46.3% |
| Participation rate | 62.2% | 65.2%-3.1pp | 69.8%-7.7pp | 72.3%-10.1pp |
| Annual return | 13.95% | 21.27%-7.3pp | 37.79%-23.8pp | 97.94%-84.0pp |
| Employer contribution / active EE | $1,550 | $1,111+39.6% | $2,357-34.2% | $2,406-35.6% |
| Participant deferral / active EE | $1,313 | $2,954-55.5% | $3,849-65.9% | $4,132-68.2% |
| Admin fee / account holder | $107 | $166-35.9% | $6,182-98.3% | $170-37.2% |