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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $103,380 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,527 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,183 | $52,293+206.3% | $178,498-10.3% | $73,412+118.2% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 10.27% | 34.75%-24.5pp | 151.09%-140.8pp | 59.30%-49.0pp |
| Employer contribution / active EE | $7,142 | $1,735+311.6% | $5,011+42.5% | $2,234+219.8% |
| Participant deferral / active EE | $5,102 | $2,332+118.8% | $5,202-1.9% | $3,806+34.1% |
| Admin fee / account holder | $290 | $127+128.0% | $13,985-97.9% | $158+83.9% |