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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $56,231 |
TIAA8+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $30,920 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 P.O.BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $11,350 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $111,596 | $79,151+41.0% | $60,919+83.2% | $64,824+72.2% |
| Participation rate | 95.9% | 77.7%+18.2pp | 73.1%+22.8pp | 71.5%+24.4pp |
| Annual return | -9.44% | -7.12%-2.3pp | 16.96%-26.4pp | 32.84%-42.3pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $238 | $106+124.7% | $3,228-92.6% | $188+26.5% |