Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,309 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $10,512 |
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 | $37,220 | $75,183-50.5% | $123,894-70.0% | $55,167-32.5% |
| Participation rate | 76.7% | 72.8%+3.9pp | 81.4%-4.7pp | 69.0%+7.7pp |
| Annual return | 18.22% | 19.01%-0.8pp | 47.52%-29.3pp | 169.23%-151.0pp |
| Employer contribution / active EE | $1,503 | $2,823-46.8% | $4,617-67.4% | $1,963-23.4% |
| Participant deferral / active EE | $4,233 | $5,084-16.8% | $5,984-29.3% | $3,054+38.6% |
| Admin fee / account holder | $221 | $663-66.7% | $8,357-97.4% | $504-56.2% |