Filed January 12, 2024 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $266,459 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $170,336 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,995 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $76 |
FASCORE, LLC8+ years Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $54 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $392,907 | $79,124+396.6% | $60,899+545.2% | $64,814+506.2% |
| Participation rate | 99.7% | 77.7%+22.0pp | 73.1%+26.6pp | 71.5%+28.2pp |
| Annual return | -10.90% | -7.13%-3.8pp | 16.92%-27.8pp | 32.84%-43.7pp |
| Employer contribution / active EE | $19,000 | $3,050+523.0% | $2,702+603.1% | $2,507+658.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $206 | $106+95.3% | $3,225-93.6% | $188+9.9% |