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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $105,661 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,211 |
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 | $150,971 | $37,196+305.9% | $154,114-2.0% | $55,725+170.9% |
| Participation rate | 96.5% | 64.1%+32.4pp | 83.0%+13.5pp | 70.9%+25.6pp |
| Annual return | 10.05% | 1319.68%-1309.6pp | 735.16%-725.1pp | 244.93%-234.9pp |
| Employer contribution / active EE | $6,731 | $1,614+317.0% | $5,298+27.1% | $2,078+223.9% |
| Participant deferral / active EE | $4,822 | $2,068+133.1% | $5,081-5.1% | $3,356+43.7% |
| Admin fee / account holder | $81 | $102-20.1% | $13,411-99.4% | $115-29.6% |