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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) | $109,652 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $52,471 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,445 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $197,530 | $99,957+97.6% | $149,745+31.9% | $73,497+168.8% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 17.54% | 53.87%-36.3pp | 276.72%-259.2pp | 28.51%-11.0pp |
| Employer contribution / active EE | $6,437 | $3,191+101.7% | $4,646+38.6% | $2,270+183.6% |
| Participant deferral / active EE | $8,767 | $6,073+44.4% | $6,843+28.1% | $3,740+134.4% |
| Admin fee / account holder | $760 | $551+38.0% | $9,312-91.8% | $513+48.1% |