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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $116,617 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $59,791 |
MARKSNELSON LLC3 years Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $14,400 |
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 | $83,306 | $78,781+5.7% | $100,528-17.1% | $73,412+13.5% |
| Participation rate | 98.0% | 80.0%+18.0pp | 79.4%+18.6pp | 72.2%+25.8pp |
| Annual return | 22.22% | 31.69%-9.5pp | 30.90%-8.7pp | 59.30%-37.1pp |
| Employer contribution / active EE | $4,375 | $2,420+80.8% | $3,419+28.0% | $2,234+95.9% |
| Participant deferral / active EE | $10,761 | $6,537+64.6% | $6,271+71.6% | $3,806+182.8% |
| Admin fee / account holder | $227 | $145+56.5% | $8,084-97.2% | $158+44.0% |