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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 49 · EIN 26-0058143 4208 SIX FORKS RD, STE 1700 · RALEIGH, NC 276095731 | Other Services | $20,374 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,768 | $91,692+16.4% | $67,561+58.0% | $77,714+37.4% |
| Participation rate | 93.3% | 76.0%+17.2pp | 72.9%+20.4pp | 70.6%+22.7pp |
| Annual return | 12.75% | 14.88%-2.1pp | 3525.44%-3512.7pp | 31.26%-18.5pp |
| Employer contribution / active EE | $3,252 | $3,188+2.0% | $2,735+18.9% | $2,727+19.3% |
| Participant deferral / active EE | $4,211 | $3,912+7.6% | $4,003+5.2% | $4,649-9.4% |
| Admin fee / account holder | $37 | $245-85.0% | $4,006-99.1% | $433-91.5% |