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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $45,000 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE LLP Service code 27 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Advisory (Plan) | $13,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,296 | $89,282-31.3% | $94,664-35.2% | $74,460-17.7% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 70.7%+16.8pp |
| Annual return | 19.01% | 25.96%-7.0pp | 156.84%-137.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $547 | $3,022-81.9% | $3,673-85.1% | $2,638-79.3% |
| Participant deferral / active EE | $6,833 | $8,425-18.9% | $7,417-7.9% | $4,530+50.9% |
| Admin fee / account holder | $43 | $219-80.2% | $7,222-99.4% | $348-87.5% |