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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $129,057 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,586 |
SHARRARD, MCGEE & CO., P.A.2 years Service code 10 800 GREEN VALLEY RD STE 200 · GREENSBORO, NC 27404 | Accounting | $12,000 |
Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $11,000 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,689 | $37,196+170.7% | $154,114-34.7% | $55,725+80.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.85% | 1319.68%-1324.5pp | 735.16%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $6,173 | $1,614+282.5% | $5,298+16.5% | $2,078+197.1% |
| Participant deferral / active EE | $4,599 | $2,068+122.4% | $5,081-9.5% | $3,356+37.1% |
| Admin fee / account holder | $195 | $102+91.4% | $13,411-98.5% | $115+68.9% |