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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 | $81,276+46.6% | $155,574-23.4% | $80,925+47.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.09% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $6,727 | $3,103+116.8% | $4,676+43.9% | $2,756+144.1% |
| Participant deferral / active EE | $5,723 | $3,453+65.8% | $5,629+1.7% | $4,299+33.1% |
| Admin fee / account holder | $708 | $7,993-91.1% | $15,914-95.5% | $6,940-89.8% |