Filed September 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 276095734 | Contract Administrator | $10,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,294 | $60,795+74.8% | $69,455+53.0% | $65,185+63.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 74.6%+12.9pp | 70.2%+17.3pp |
| Annual return | 15.06% | 17.46%-2.4pp | 28.97%-13.9pp | 29.38%-14.3pp |
| Employer contribution / active EE | $2,385 | $2,452-2.7% | $2,779-14.2% | $2,177+9.6% |
| Participant deferral / active EE | $3,168 | $3,162+0.2% | $3,535-10.4% | $3,514-9.8% |
| Admin fee / account holder | $25 | $314-92.1% | $3,839-99.4% | $847-97.1% |