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| Provider | Service type | Compensation |
|---|---|---|
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) | $121,640 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,184 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,696 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,567 | $93,182+43.3% | $146,685-8.9% | $79,393+68.2% |
| Participation rate | 84.4% | 76.4%+8.0pp | 80.1%+4.4pp | 70.7%+13.7pp |
| Annual return | 13.86% | 21.61%-7.8pp | 22.75%-8.9pp | 116.87%-103.0pp |
| Employer contribution / active EE | $2,486 | $2,420+2.7% | $4,137-39.9% | $2,428+2.4% |
| Participant deferral / active EE | $1,985 | $4,169-52.4% | $5,507-63.9% | $4,046-50.9% |
| Admin fee / account holder | $819 | $585+39.9% | $10,281-92.0% | $627+30.6% |