Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $40,018 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,039 |
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 | $90,269 | $73,848+22.2% | $143,799-37.2% | $68,486+31.8% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -15.07% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $5,236 | $3,184+64.4% | $4,952+5.7% | $2,597+101.7% |
| Participant deferral / active EE | $4,833 | $3,385+42.8% | $5,638-14.3% | $4,028+20.0% |
| Admin fee / account holder | $588 | $5,755-89.8% | $14,677-96.0% | $5,404-89.1% |