Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 P.O. BOX 896952 · CHARLOTTE, NC 28289 | Other Fees | $81,004 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $64,877 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,405 | $113,568-56.5% | $67,560-26.9% | $200,096-75.3% |
| Participation rate | 84.6% | 73.3%+11.3pp | 72.9%+11.7pp | 72.0%+12.6pp |
| Annual return | 12.44% | 15.88%-3.4pp | 3533.50%-3521.1pp | 34.26%-21.8pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,892 | $4,163-54.6% | $4,004-52.8% | $5,090-62.8% |
| Admin fee / account holder | $70 | $102-32.1% | $3,994-98.3% | $269-74.2% |