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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,095 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,165 |
AMERICAN FUNDS3 years Filed as: ADVANCE BEVERAGE COMPANY, INC. Service code 99 PO BOX 9517 · BAKERSFIELD, CA 93389 | Other Fees | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,115 | $91,760+65.8% | $156,181-2.6% | $67,986+123.7% |
| Participation rate | 77.2% | 65.0%+12.2pp | 78.8%-1.6pp | 57.2%+20.0pp |
| Annual return | 9.30% | 18.14%-8.8pp | 64.87%-55.6pp | 31.67%-22.4pp |
| Employer contribution / active EE | $1,826 | $2,419-24.5% | $4,294-57.5% | $2,019-9.6% |
| Participant deferral / active EE | $2,078 | $3,960-47.5% | $6,132-66.1% | $3,358-38.1% |
| Admin fee / account holder | $676 | $3,949-82.9% | $14,586-95.4% | $3,203-78.9% |