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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC9+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS RD SUITE 1700 · RALEIGH, NC 27609 | Advisory (Participants) | $76,630 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 433 N CAPITOL AVE · INDIANAPOLIS, IN 45204 | Recordkeeping | $75,292 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 717 17TH ST STE 1300 · DENVER, CO 80202 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPANY 75-3182674 Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,322-100.0% | $135,942-100.0% | - |
| Participation rate | 0.0% | 71.5%-71.5pp | 81.9%-81.9pp | - |
| Annual return | -96.53% | 15.22%-111.8pp | 68.28%-164.8pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,858-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $0 | $23,877-100.0% | $10,764-100.0% | - |