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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) | $104,643 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,195 | $100,801-10.5% | $149,745-39.8% | $73,412+22.9% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 24.50% | 265.34%-240.8pp | 276.72%-252.2pp | 59.30%-34.8pp |
| Employer contribution / active EE | $5,157 | $3,312+55.7% | $4,646+11.0% | $2,234+130.9% |
| Participant deferral / active EE | $13,827 | $6,404+115.9% | $6,843+102.1% | $3,806+263.3% |
| Admin fee / account holder | $245 | $181+35.2% | $9,312-97.4% | $158+54.9% |