Filed October 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $118,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$137,777 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,916 | $176,471-49.0% | $95,968-6.3% | $90,274-0.4% |
| Participation rate | 95.6% | 86.6%+9.0pp | 77.1%+18.5pp | 73.4%+22.2pp |
| Annual return | 22.94% | 20.15%+2.8pp | 91.65%-68.7pp | 53.97%-31.0pp |
| Employer contribution / active EE | $8,086 | $2,783+190.5% | $2,542+218.1% | $2,523+220.4% |
| Participant deferral / active EE | $8,104 | $5,325+52.2% | $4,167+94.5% | $4,231+91.6% |
| Admin fee / account holder | $2 | $154-98.5% | $6,798-100.0% | $114-98.0% |