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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $83,883 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,953 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $6,552 |
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 | $139,867 | $46,173+202.9% | $170,435-17.9% | $69,631+100.9% |
| Participation rate | 96.1% | 63.9%+32.2pp | 83.6%+12.5pp | 70.7%+25.4pp |
| Annual return | 13.14% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $5,824 | $1,610+261.8% | $5,432+7.2% | $2,032+186.6% |
| Participant deferral / active EE | $4,207 | $2,080+102.2% | $4,939-14.8% | $3,224+30.5% |
| Admin fee / account holder | $74 | $116-35.8% | $13,881-99.5% | $110-32.6% |