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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $107,024 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $58,518 |
MARKSNELSON LLC2 years Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $11,000 |
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 | $65,195 | $69,231-5.8% | $91,994-29.1% | $67,579-3.5% |
| Participation rate | 97.3% | 78.9%+18.4pp | 78.6%+18.7pp | 71.3%+26.0pp |
| Annual return | 25.34% | 32.03%-6.7pp | 69.04%-43.7pp | 378.56%-353.2pp |
| Employer contribution / active EE | $4,251 | $2,284+86.1% | $3,453+23.1% | $2,148+97.9% |
| Participant deferral / active EE | $9,940 | $5,854+69.8% | $5,924+67.8% | $3,539+180.9% |
| Admin fee / account holder | $216 | $107+100.9% | $7,744-97.2% | $142+51.7% |