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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $130,104 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,507 |
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 | $95,038 | $104,336-8.9% | $159,455-40.4% | $86,813+9.5% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.2pp | 72.3%+20.8pp |
| Annual return | 16.73% | 26.32%-9.6pp | 263.63%-246.9pp | 97.93%-81.2pp |
| Employer contribution / active EE | $4,792 | $3,451+38.9% | $4,830-0.8% | $2,406+99.2% |
| Participant deferral / active EE | $12,538 | $6,837+83.4% | $7,353+70.5% | $4,131+203.5% |
| Admin fee / account holder | $279 | $172+62.1% | $10,800-97.4% | $170+64.6% |