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 | $82,979+7.5% | $102,412-12.9% | $77,736+14.8% |
| Participation rate | 61.1% | 71.5%-10.4pp | 74.5%-13.4pp | 70.6%-9.4pp |
| Annual return | 12.70% | 19.11%-6.4pp | 24.94%-12.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,396 | $3,554-32.6% | $3,870-38.1% | $2,728-12.2% |
| Participant deferral / active EE | $4,334 | $4,109+5.5% | $5,060-14.3% | $4,651-6.8% |
| Admin fee / account holder | $669 | $639+4.7% | $8,388-92.0% | $433+54.3% |