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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $45,318 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,633 |
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 | $103,155 | $77,908+32.4% | $149,696-31.1% | $75,173+37.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.09% | 31.73%-16.6pp | 134.46%-119.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $5,572 | $3,138+77.6% | $4,821+15.6% | $2,671+108.6% |
| Participant deferral / active EE | $5,166 | $3,411+51.5% | $5,682-9.1% | $4,126+25.2% |
| Admin fee / account holder | $624 | $5,950-89.5% | $13,212-95.3% | $5,651-89.0% |