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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,609 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 86-0206507 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,892 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,336 | $55,470+102.5% | $155,556-27.8% | $74,478+50.8% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 12.88% | 269.80%-256.9pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $6,100 | $2,267+169.1% | $4,675+30.5% | $2,626+132.3% |
| Participant deferral / active EE | $4,666 | $2,838+64.4% | $5,631-17.1% | $4,350+7.3% |
| Admin fee / account holder | $213 | $1,744-87.8% | $15,885-98.7% | $1,946-89.0% |