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: CAPTRUST FINANCIAL ADVISORS Service code 27 THE CAPTRUST TOWER AT NORTH HILLS · RALEIGH, NC 27609 | Advisory (Plan) | $90,439 |
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $26,695 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $7,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,359 | $66,650-36.4% | $92,915-54.4% | $67,582-37.3% |
| Participation rate | 52.4% | 72.5%-20.1pp | 76.0%-23.6pp | 71.3%-18.9pp |
| Annual return | 25.51% | 92.64%-67.1pp | 109.45%-83.9pp | 378.57%-353.1pp |
| Employer contribution / active EE | $1,572 | $2,777-43.4% | $3,653-57.0% | $2,148-26.8% |
| Participant deferral / active EE | $2,553 | $3,160-19.2% | $4,238-39.8% | $3,539-27.9% |
| Admin fee / account holder | $223 | $199+12.2% | $5,796-96.1% | $142+56.9% |