Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $43,779 |
BAKER TILLY US, LLP1 year Service code 16 · EIN 39-0859910 | Consulting | $16,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,745,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,866 | $83,057-21.9% | $143,801-54.9% | $89,433-27.5% |
| Participation rate | 78.3% | 74.0%+4.2pp | 80.3%-2.0pp | 71.3%+7.0pp |
| Annual return | -15.62% | -13.97%-1.6pp | -0.04%-15.6pp | -11.88%-3.7pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $6,394 | $4,281+49.4% | $5,639+13.4% | $5,125+24.8% |
| Admin fee / account holder | $11 | $83-86.4% | $14,680-99.9% | $79-85.7% |