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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $49,972 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $32,915 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,155 | $81,358+46.5% | $155,556-23.4% | $80,959+47.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.09% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $6,727 | $3,106+116.5% | $4,675+43.9% | $2,757+144.0% |
| Participant deferral / active EE | $5,723 | $3,455+65.6% | $5,631+1.6% | $4,300+33.1% |
| Admin fee / account holder | $708 | $7,994-91.1% | $15,885-95.5% | $6,925-89.8% |