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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $55,898 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,085 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,258 |
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 | $110,791 | $86,655+27.9% | $119,622-7.4% | $66,938+65.5% |
| Participation rate | 76.7% | 75.6%+1.1pp | 79.3%-2.6pp | 69.8%+6.9pp |
| Annual return | -15.96% | -8.00%-8.0pp | -14.98%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,776 | $2,536+9.5% | $4,232-34.4% | $2,545+9.1% |
| Participant deferral / active EE | $2,170 | $4,358-50.2% | $5,601-61.3% | $4,238-48.8% |
| Admin fee / account holder | $805 | $755+6.6% | $10,328-92.2% | $594+35.6% |