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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST STRATEGIC ADVISOR GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,914 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,836 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $22,433 |
THE HORTON GROUP1 year Filed as: HORTON GROUP INC Service code 16 | Consulting | $15,389 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $12,204 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 72 | Other investment fees and expenses | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,628 | $82,979+215.3% | $102,412+155.5% | $77,736+236.6% |
| Participation rate | 84.8% | 71.5%+13.3pp | 74.5%+10.3pp | 70.6%+14.2pp |
| Annual return | 12.55% | 19.11%-6.6pp | 24.94%-12.4pp | 31.26%-18.7pp |
| Employer contribution / active EE | $13,587 | $3,554+282.3% | $3,870+251.1% | $2,728+398.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $187 | $639-70.7% | $8,388-97.8% | $433-56.9% |