Filed February 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2+ years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095735 | Advisory (Plan) | $43,554 |
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 | $48,063 | $85,199-43.6% | $57,196-16.0% | $63,975-24.9% |
| Participation rate | 93.8% | 74.0%+19.8pp | 75.3%+18.5pp | 71.1%+22.7pp |
| Annual return | 37.39% | 10.43%+27.0pp | 14.59%+22.8pp | 48.65%-11.3pp |
| Employer contribution / active EE | $2,357 | $3,446-31.6% | $2,683-12.2% | $2,182+8.0% |
| Participant deferral / active EE | $2,948 | $3,109-5.2% | $3,096-4.8% | $3,356-12.2% |
| Admin fee / account holder | $25 | $39-34.4% | $3,141-99.2% | $70-64.0% |