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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $18,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,418 | $58,895+165.6% | $178,503-12.4% | $73,497+112.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.78% | 24.86%-13.1pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $5,412 | $2,236+142.0% | $5,011+8.0% | $2,270+138.4% |
| Participant deferral / active EE | $4,088 | $2,567+59.3% | $5,202-21.4% | $3,740+9.3% |
| Admin fee / account holder | $354 | $400-11.6% | $13,987-97.5% | $513-31.0% |