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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 276095734 | Contract Administrator | $6,928 |
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 | $112,667 | $65,322+72.5% | $70,476+59.9% | $73,493+53.3% |
| Participation rate | 83.9% | 77.0%+7.0pp | 75.1%+8.9pp | 70.7%+13.3pp |
| Annual return | 11.23% | 15.71%-4.5pp | 109.12%-97.9pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,115 | $2,460-14.0% | $2,738-22.7% | $2,270-6.8% |
| Participant deferral / active EE | $2,602 | $3,375-22.9% | $3,710-29.9% | $3,740-30.4% |
| Admin fee / account holder | $16 | $214-92.7% | $3,847-99.6% | $513-96.9% |