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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,392 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $35,647 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,373 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES IN Service code 13 4000 TOWN CENTER BLVD STE 250 · CANNONSBURG, PA 15317 | Contract Administrator | $13,562 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,768 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,785 | $52,293-50.7% | $178,499-85.6% | $73,412-64.9% |
| Participation rate | 85.6% | 65.3%+20.2pp | 81.9%+3.6pp | 72.2%+13.4pp |
| Annual return | 18.03% | 34.75%-16.7pp | 151.10%-133.1pp | 59.30%-41.3pp |
| Employer contribution / active EE | $998 | $1,735-42.5% | $5,011-80.1% | $2,234-55.3% |
| Participant deferral / active EE | $1,600 | $2,332-31.4% | $5,202-69.2% | $3,806-57.9% |
| Admin fee / account holder | $165 | $127+29.4% | $13,986-98.8% | $158+4.4% |