Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $28,071 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $15,591 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $48,577 | $47,766+1.7% | $82,763-41.3% | $64,824-25.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.89% | -13.06%-1.8pp | 702.45%-717.3pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,235 | $2,182+2.5% | $3,008-25.7% | $2,507-10.8% |
| Participant deferral / active EE | $5,672 | $3,332+70.2% | $4,395+29.0% | $4,311+31.6% |
| Admin fee / account holder | $37 | $143-74.0% | $5,325-99.3% | $188-80.2% |