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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $30,331 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,334 | $84,493-22.7% | $125,381-47.9% | $66,938-2.4% |
| Participation rate | 38.3% | 76.4%-38.1pp | 82.4%-44.1pp | 69.8%-31.5pp |
| Annual return | -14.47% | -8.49%-6.0pp | 572.31%-586.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,854 | $6,783-13.7% | $7,448-21.4% | $4,238+38.1% |
| Admin fee / account holder | $294 | $685-57.1% | $10,007-97.1% | $594-50.5% |