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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $47,615 |
EMPIRE VALUATION5 years Service code 28 · EIN 20-0558284 777 CANAL VIEW BLVD SUITE 200 · ROCHESTER, NY 14623 | Investment Management | $14,400 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,318 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,108 | $88,083-48.8% | $164,813-72.6% | $74,495-39.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | -22.87% | 17.26%-40.1pp | 69.93%-92.8pp | 1364.94%-1387.8pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $131 | $2,234-94.2% | $12,690-99.0% | $1,942-93.3% |