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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,942 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $22,596 |
GILLIAM COBLE & MOSER LLP3 years Filed as: GILLIAM COBLE & MOSER, LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $250 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,436 | $59,186-28.3% | $76,766-44.7% | $56,287-24.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 77.0%-21.4pp | 69.9%-14.3pp |
| Annual return | -5.39% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $584 | $1,759-66.8% | $2,485-76.5% | $2,111-72.3% |
| Participant deferral / active EE | $2,133 | $3,255-34.5% | $3,851-44.6% | $3,350-36.3% |
| Admin fee / account holder | $645 | $489+31.9% | $6,675-90.3% | $521+23.8% |