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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,340 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $13,668 |
GILLIAM COBLE & MOSER LLP2 years Filed as: GILLIAM COBLE & MOSER, LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,925 | $64,909-38.5% | $82,312-51.5% | $62,293-35.9% |
| Participation rate | 53.8% | 74.9%-21.0pp | 76.9%-23.0pp | 69.5%-15.7pp |
| Annual return | 17.60% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $548 | $1,676-67.3% | $2,428-77.4% | $2,042-73.1% |
| Participant deferral / active EE | $2,109 | $3,103-32.0% | $3,706-43.1% | $3,169-33.5% |
| Admin fee / account holder | $428 | $440-2.6% | $5,608-92.4% | $479-10.7% |