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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,168 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,272 | $58,347-70.4% | $85,709-79.8% | $86,821-80.1% |
| Participation rate | 42.5% | 64.9%-22.5pp | 69.9%-27.4pp | 72.3%-29.8pp |
| Annual return | 12.57% | 18.43%-5.9pp | 21.49%-8.9pp | 97.94%-85.4pp |
| Employer contribution / active EE | $881 | $1,751-49.7% | $2,619-66.3% | $2,406-63.4% |
| Participant deferral / active EE | $1,853 | $3,065-39.6% | $3,924-52.8% | $4,132-55.2% |
| Admin fee / account holder | $190 | $147+28.6% | $6,876-97.2% | $170+11.8% |