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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $149,350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,943 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR, RIGGS, & INGRAM Service code 10 800 GREEN VALLEY RD STE 200 · GREENSBORO, NC 27404 | Accounting | $19,000 |
GILLIAM COBLE & MOSER LLP4 years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,596 | $50,820+166.8% | $155,567-12.8% | $77,671+74.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.92% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $7,327 | $1,993+267.7% | $4,674+56.8% | $2,726+168.7% |
| Participant deferral / active EE | $6,072 | $2,823+115.1% | $5,628+7.9% | $4,648+30.6% |
| Admin fee / account holder | $161 | $436-63.1% | $15,916-99.0% | $430-62.7% |