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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $35,271 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,595 | $61,356+2.0% | $149,696-58.2% | $71,511-12.5% |
| Participation rate | 43.8% | 62.5%-18.7pp | 78.8%-35.0pp | 67.9%-24.1pp |
| Annual return | 18.05% | 35.86%-17.8pp | 134.46%-116.4pp | 28.86%-10.8pp |
| Employer contribution / active EE | $1,687 | $2,382-29.2% | $4,821-65.0% | $2,589-34.8% |
| Participant deferral / active EE | $2,732 | $2,920-6.4% | $5,682-51.9% | $4,291-36.3% |
| Admin fee / account holder | $336 | $1,263-73.4% | $13,212-97.5% | $1,588-78.8% |