Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN AND NOYES Service code 10 · EIN 01-0494526 | Accounting | $10,000 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $8,264 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,216 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,345 | $36,916-1.5% | $156,551-76.8% | $57,658-37.0% |
| Participation rate | 94.3% | 63.4%+30.8pp | 84.0%+10.3pp | 70.2%+24.0pp |
| Annual return | 7.83% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $703 | $1,571-55.2% | $5,501-87.2% | $1,974-64.4% |
| Participant deferral / active EE | $2,757 | $1,926+43.2% | $4,871-43.4% | $3,061-9.9% |
| Admin fee / account holder | $34 | $82-58.6% | $13,028-99.7% | $95-63.9% |