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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,734 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,560 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $25 |
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 | $53,052 | $69,231-23.4% | $91,994-42.3% | $67,579-21.5% |
| Participation rate | 96.8% | 78.9%+17.9pp | 78.6%+18.2pp | 71.3%+25.5pp |
| Annual return | 151.58% | 32.03%+119.6pp | 69.04%+82.5pp | 378.56%-227.0pp |
| Employer contribution / active EE | $1,967 | $2,284-13.9% | $3,453-43.0% | $2,148-8.4% |
| Participant deferral / active EE | $6,191 | $5,854+5.8% | $5,924+4.5% | $3,539+74.9% |
| Admin fee / account holder | $187 | $107+74.3% | $7,744-97.6% | $142+31.6% |