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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $135,117 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $55,356 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 13 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Contract Administrator | $15,881 |
MARKS PANETH LLP2+ years Filed as: MARKS NELSON LLC Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $1,041 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $35,639 | $56,640-37.1% | $80,977-56.0% | $57,658-38.2% |
| Participation rate | 97.1% | 75.9%+21.3pp | 75.8%+21.3pp | 70.2%+26.9pp |
| Annual return | 36.75% | 19.97%+16.8pp | 17.11%+19.6pp | 5.13%+31.6pp |
| Employer contribution / active EE | $3,298 | $2,085+58.2% | $3,715-11.2% | $1,974+67.1% |
| Participant deferral / active EE | $6,881 | $4,944+39.2% | $5,696+20.8% | $3,061+124.8% |
| Admin fee / account holder | $247 | $87+184.0% | $5,517-95.5% | $95+161.7% |