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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 P.O. BOX 896952 · CHARLOTTE, NC 28289 | Advisory (Plan) | $45,039 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,026 | $128,603-39.3% | $197,124-60.4% | $67,986+14.8% |
| Participation rate | 84.4% | 81.7%+2.8pp | 86.7%-2.3pp | 57.2%+27.2pp |
| Annual return | 18.80% | 23.77%-5.0pp | 44.34%-25.5pp | 31.67%-12.9pp |
| Employer contribution / active EE | $4,151 | $4,379-5.2% | $6,227-33.3% | $2,019+105.6% |
| Participant deferral / active EE | $10,025 | $6,840+46.6% | $9,135+9.7% | $3,358+198.5% |
| Admin fee / account holder | $123 | $3,035-96.0% | $16,298-99.2% | $3,203-96.2% |