Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD # 1700 · RALEIGH, NC 276095716 | Advisory (Plan) | $34,912 |
Service code 64 · EIN 04-2647786 PO BOX 145429 · CINCINNATI, OH 452505429 | Recordkeeping Fees | $0 |
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 | $100,605 | $67,166+49.8% | $57,357+75.4% | $55,191+82.3% |
| Participation rate | 95.1% | 77.7%+17.4pp | 75.1%+20.0pp | 69.2%+25.9pp |
| Annual return | 1.40% | 4.22%-2.8pp | 24.41%-23.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $6,403 | $2,812+127.7% | $2,689+138.1% | $1,899+237.2% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $49 | $44+13.1% | $3,357-98.5% | $91-45.7% |