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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 | $101,672+192.6% | $147,117+102.2% | $74,478+299.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.72% | 8757.83%-8747.1pp | 420.54%-409.8pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $25,366 | $3,813+565.2% | $4,932+414.3% | $2,626+865.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $196 | $1,753-88.8% | $12,993-98.5% | $1,946-89.9% |