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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $41,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,437 | $84,499+176.3% | $125,391+86.2% | $66,949+248.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -0.25% | -8.49%+8.2pp | 572.41%-572.7pp | 1.57%-1.8pp |
| Employer contribution / active EE | $21,429 | $3,554+503.0% | $4,816+345.0% | $2,545+741.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $163 | $685-76.2% | $10,009-98.4% | $594-72.5% |