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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $53,873 |
EMPIRE VALUATION4 years Service code 28 · EIN 20-0558284 777 CANAL VIEW BLVD SUITE 200 · ROCHESTER, NY 14623 | Investment Management | $14,255 |
HUNTINGTON NATIONAL BANK1 year Service code 28 · EIN 31-1232181 HUNTINGTON CENTER · COLUMBUS, OH 43287 | Investment Management | $9,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,660 | $83,090-25.8% | $130,062-52.6% | $71,529-13.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -0.69% | 20.61%-21.3pp | -137.37%+136.7pp | 28.97%-29.7pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $133 | $1,727-92.3% | $10,601-98.7% | $1,588-91.6% |