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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $651,417 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $345,410 |
GRAY, GRAY & GRAY3 years Filed as: GRAY GRAY & GRAY LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 80111 | Accounting | $32,800 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,350 |
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 | $62,910 | $106,273-40.8% | $112,977-44.3% | $106,273-40.8% |
| Participation rate | 94.4% | 70.8%+23.6pp | 82.6%+11.9pp | 70.8%+23.6pp |
| Annual return | 16.91% | 21.70%-4.8pp | 24.24%-7.3pp | 21.70%-4.8pp |
| Employer contribution / active EE | $1,489 | $2,722-45.3% | $4,255-65.0% | $2,722-45.3% |
| Participant deferral / active EE | $4,508 | $4,601-2.0% | $5,836-22.8% | $4,601-2.0% |
| Admin fee / account holder | $92 | $78+17.5% | $6,294-98.5% | $78+17.5% |