Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 P.O. BOX 60071 · RALEIGH, NC 27675 | Consulting | $60,349 |
Service code 16 · EIN 04-2647786 | Consulting | $57,240 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,597 | $88,515-47.4% | $162,185-71.3% | $67,582-31.1% |
| Participation rate | 87.5% | 86.8%+0.7pp | 87.6%-0.1pp | 71.3%+16.2pp |
| Annual return | 34.17% | 27.04%+7.1pp | 115.61%-81.4pp | 378.57%-344.4pp |
| Employer contribution / active EE | $2,016 | $3,563-43.4% | $5,613-64.1% | $2,148-6.2% |
| Participant deferral / active EE | $2,868 | $5,724-49.9% | $7,297-60.7% | $3,539-19.0% |
| Admin fee / account holder | $205 | $124+65.5% | $10,844-98.1% | $142+43.9% |