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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $87,091 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $51,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,982 | $39,973-25.0% | $79,583-62.3% | $77,906-61.5% |
| Participation rate | 89.6% | 64.6%+25.0pp | 69.5%+20.1pp | 73.7%+15.9pp |
| Annual return | -18.69% | 3.42%-22.1pp | 0.16%-18.9pp | 12.16%-30.8pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,414-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,606 | $2,774+66.0% | $3,986+15.6% | $4,805-4.1% |
| Admin fee / account holder | $74 | $113-34.5% | $6,835-98.9% | $133-44.2% |