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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $41,876 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $15,206 |
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 13 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $8,586 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $6,962 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,255 | $86,298-14.0% | $111,308-33.3% | $85,847-13.5% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 10.39% | 19.99%-9.6pp | 54.67%-44.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,736 | $2,044+33.9% | $2,732+0.2% | $2,565+6.7% |
| Participant deferral / active EE | $5,783 | $3,641+58.8% | $4,487+28.9% | $3,952+46.3% |
| Admin fee / account holder | $567 | $8,189-93.1% | $7,965-92.9% | $6,261-90.9% |