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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Participants) | $12,310 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,090 | $61,125-68.8% | $94,057-79.7% | $87,485-78.2% |
| Participation rate | 98.8% | 64.1%+34.7pp | 73.3%+25.5pp | 68.9%+29.9pp |
| Annual return | 9.51% | 35.20%-25.7pp | 480.62%-471.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,323 | $2,136+8.7% | $2,933-20.8% | $2,596-10.5% |
| Participant deferral / active EE | $1,295 | $3,260-60.3% | $4,709-72.5% | $4,274-69.7% |
| Admin fee / account holder | $145 | $5,629-97.4% | $7,244-98.0% | $7,775-98.1% |