Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095731 | Advisory (Plan) | $13,612 |
Service code 64 · EIN 04-2647786 PO BOX 145429 · CINCINNATI, OH 452505429 | Recordkeeping Fees | $50 |
TIAA3 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $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 | $116,287 | $70,083+65.9% | $59,899+94.1% | $55,727+108.7% |
| Participation rate | 92.0% | 78.4%+13.7pp | 74.7%+17.4pp | 70.9%+21.2pp |
| Annual return | -3.55% | 3.13%-6.7pp | 3.46%-7.0pp | 244.94%-248.5pp |
| Employer contribution / active EE | $8,203 | $2,878+185.0% | $2,723+201.2% | $2,078+294.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,403-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $70-84.4% | $3,592-99.7% | $115-90.5% |