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 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 | $101,653+192.6% | $147,080+102.2% | $74,459+299.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.72% | 8754.98%-8744.3pp | 420.17%-409.5pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $25,366 | $3,813+565.2% | $4,933+414.2% | $2,626+866.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $196 | $1,752-88.8% | $12,989-98.5% | $1,945-89.9% |