Filed February 10, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES Service code 55 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Commissions | $6,256 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,562 | $77,638-59.3% | $156,551-79.8% | $62,881-49.8% |
| Participation rate | 41.1% | 71.2%-30.1pp | 84.0%-42.9pp | 69.3%-28.2pp |
| Annual return | 8.60% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $782 | $3,444-77.3% | $5,501-85.8% | $2,281-65.7% |
| Participant deferral / active EE | $2,364 | $3,046-22.4% | $4,871-51.5% | $3,203-26.2% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |