Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $46,706 |
WITHUMSMITH+BROWN, PC1+ years Filed as: THOMPSON BROWN AND COMPANY Service code 99 3020 HENDERSON DR · JACKSONVILLE, NC 28546 | Other Fees | $11,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,512 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,422 | $32,425+61.7% | $74,577-29.7% | $55,167-5.0% |
| Participation rate | 66.3% | 54.0%+12.3pp | 68.1%-1.8pp | 69.0%-2.7pp |
| Annual return | 7.30% | 10.63%-3.3pp | 20.47%-13.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $328 | $1,043-68.5% | $2,525-87.0% | $1,963-83.3% |
| Participant deferral / active EE | $1,901 | $1,995-4.7% | $3,458-45.0% | $3,054-37.8% |
| Admin fee / account holder | $329 | $748-56.1% | $4,138-92.1% | $504-34.8% |