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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $27,433 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,481 | $62,267-17.3% | $110,243-53.3% | $55,725-7.6% |
| Participation rate | 99.0% | 78.1%+20.9pp | 79.8%+19.2pp | 70.9%+28.2pp |
| Annual return | 11.74% | -1.07%+12.8pp | 314.76%-303.0pp | 244.93%-233.2pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |