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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $26,135 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,372 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,481 | $64,612-25.0% | $86,451-43.9% | $64,824-25.2% |
| Participation rate | 83.4% | 81.5%+1.9pp | 80.3%+3.1pp | 71.5%+11.9pp |
| Annual return | -15.81% | 0.66%-16.5pp | 4398.51%-4414.3pp | 32.84%-48.7pp |
| Employer contribution / active EE | $700 | $2,744-74.5% | $3,770-81.4% | $2,507-72.1% |
| Participant deferral / active EE | $5,833 | $7,497-22.2% | $6,953-16.1% | $4,311+35.3% |
| Admin fee / account holder | $58 | $169-65.6% | $6,734-99.1% | $188-69.1% |