Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $41,326 |
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 | $265,074 | $91,474+189.8% | $135,982+94.9% | $71,529+270.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 5.77% | 29.89%-24.1pp | 68.32%-62.6pp | 28.97%-23.2pp |
| Employer contribution / active EE | $23,394 | $3,705+531.4% | $4,859+381.5% | $2,590+803.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $177 | $1,267-86.1% | $10,767-98.4% | $1,588-88.9% |