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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $45,504 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,455 | $101,499+193.1% | $147,005+102.3% | $74,546+299.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.72% | 8732.34%-8721.6pp | 418.76%-408.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $25,366 | $3,811+565.6% | $4,934+414.1% | $2,624+866.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $196 | $1,748-88.8% | $13,006-98.5% | $1,944-89.9% |