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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) | $109,846 |
MERCER1 year Filed as: MERCER(US) INC Service code 13 PO BOX 730182 · DALLAS, TX 753730182 | Contract Administrator | $10,495 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $10,008 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,410 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,180 | $104,482+92.5% | $159,455+26.2% | $79,393+153.4% |
| Participation rate | 98.6% | 76.6%+22.0pp | 82.8%+15.8pp | 70.7%+27.9pp |
| Annual return | 12.72% | 67.96%-55.2pp | 263.63%-250.9pp | 116.87%-104.1pp |
| Employer contribution / active EE | $6,051 | $3,416+77.1% | $4,830+25.3% | $2,428+149.2% |
| Participant deferral / active EE | $8,542 | $6,467+32.1% | $7,353+16.2% | $4,046+111.1% |
| Admin fee / account holder | $553 | $711-22.2% | $10,800-94.9% | $627-11.7% |