Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 276095731 | Advisory (Plan) | $94,050 |
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 | $99,994 | $112,772-11.3% | $57,357+74.3% | $59,188+68.9% |
| Participation rate | 90.8% | 71.3%+19.5pp | 75.1%+15.7pp | 69.4%+21.4pp |
| Annual return | 3.15% | 0.85%+2.3pp | 24.41%-21.3pp | 5.51%-2.4pp |
| Employer contribution / active EE | $4,502 | $3,400+32.4% | $2,689+67.4% | $2,098+114.6% |
| Participant deferral / active EE | $3,159 | $3,010+4.9% | $3,162-0.1% | $3,265-3.2% |
| Admin fee / account holder | $22 | $144-84.9% | $3,357-99.4% | $92-76.4% |