Filed March 30, 2026 (most recent of 4 filings on file)
Total covered: 25 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $311,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,135 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,208 | $83,023+7.4% | $102,437-12.9% | $77,762+14.7% |
| Participation rate | 61.1% | 71.5%-10.4pp | 74.5%-13.4pp | 70.6%-9.5pp |
| Annual return | 12.70% | 19.12%-6.4pp | 24.95%-12.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,396 | $3,552-32.6% | $3,871-38.1% | $2,728-12.2% |
| Participant deferral / active EE | $4,334 | $4,110+5.5% | $5,060-14.3% | $4,651-6.8% |
| Admin fee / account holder | $669 | $639+4.6% | $8,388-92.0% | $433+54.4% |