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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $44,321 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $28,726 |
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 | $97,250 | $95,406+1.9% | $185,849-47.7% | $85,847+13.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.94% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $4,521 | $3,314+36.4% | $5,169-12.5% | $2,565+76.2% |
| Participant deferral / active EE | $4,888 | $3,424+42.8% | $5,569-12.2% | $3,952+23.7% |
| Admin fee / account holder | $604 | $7,214-91.6% | $16,244-96.3% | $6,261-90.4% |