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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,422 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $12,130 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $9,909 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,191 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,207 | $61,172+50.7% | $185,851-50.4% | $79,389+16.1% |
| Participation rate | 63.4% | 66.6%-3.2pp | 81.7%-18.3pp | 70.7%-7.3pp |
| Annual return | 18.42% | 19.45%-1.0pp | 122.11%-103.7pp | 116.89%-98.5pp |
| Employer contribution / active EE | $3,802 | $2,321+63.8% | $5,168-26.4% | $2,428+56.6% |
| Participant deferral / active EE | $7,524 | $2,788+169.9% | $5,569+35.1% | $4,046+86.0% |
| Admin fee / account holder | $308 | $710-56.6% | $16,245-98.1% | $626-50.8% |