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 LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $203,615 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,417 |
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 | $75,380 | $78,275-3.7% | $109,173-31.0% | $86,821-13.2% |
| Participation rate | 56.3% | 73.8%-17.6pp | 75.9%-19.6pp | 72.3%-16.0pp |
| Annual return | 12.94% | 19.14%-6.2pp | 25.75%-12.8pp | 97.94%-85.0pp |
| Employer contribution / active EE | $1,926 | $3,105-38.0% | $3,723-48.3% | $2,406-20.0% |
| Participant deferral / active EE | $3,252 | $3,641-10.7% | $4,654-30.1% | $4,132-21.3% |
| Admin fee / account holder | $534 | $198+169.1% | $6,755-92.1% | $170+214.9% |