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 # 1700 · RALEIGH, NC 276095731 | Advisory (Plan) | $14,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $609 |
TIAA4 years Service code 19 · EIN 13-1624203 | 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 | $103,222 | $95,542+8.0% | $69,480+48.6% | $67,584+52.7% |
| Participation rate | 94.7% | 79.4%+15.3pp | 74.6%+20.1pp | 71.3%+23.4pp |
| Annual return | 19.96% | 17.67%+2.3pp | 28.99%-9.0pp | 378.59%-358.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,434 | $3,263+158.5% | $3,537+138.5% | $3,540+138.3% |
| Admin fee / account holder | $16 | $90-82.6% | $3,840-99.6% | $142-89.0% |