Filed January 12, 2024 (most recent of 14 filings on file)
| 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 | $79,151+396.4% | $60,919+545.0% | $64,829+506.1% |
| Participation rate | 99.7% | 77.7%+22.0pp | 73.1%+26.6pp | 71.5%+28.2pp |
| Annual return | -10.90% | -7.12%-3.8pp | 16.98%-27.9pp | 32.85%-43.7pp |
| Employer contribution / active EE | $19,000 | $3,052+522.5% | $2,704+602.7% | $2,507+657.8% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $206 | $106+95.2% | $3,226-93.6% | $188+9.8% |