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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 46-4350797 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,358 |
BLACK & PINCKARD LLC6 years Service code 64 · EIN 26-0079381 PO BOX 26384 · HOOVER, AL 35260 | Recordkeeping Fees | $1,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,402 | $61,391+79.8% | $149,723-26.3% | $71,529+54.3% |
| Participation rate | 95.7% | 62.5%+33.2pp | 78.8%+16.9pp | 67.9%+27.8pp |
| Annual return | 13.94% | 35.88%-21.9pp | 134.50%-120.6pp | 28.97%-15.0pp |
| Employer contribution / active EE | $5,939 | $2,384+149.2% | $4,821+23.2% | $2,590+129.3% |
| Participant deferral / active EE | $4,508 | $2,921+54.3% | $5,682-20.7% | $4,291+5.0% |
| Admin fee / account holder | $202 | $1,264-84.0% | $13,215-98.5% | $1,588-87.3% |