Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $51,783 |
BAKER TILLY US, LLP2 years Service code 16 · EIN 39-0859910 | Consulting | $19,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,769,436 |
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 | $78,455 | $68,330+14.8% | $149,740-47.6% | $96,393-18.6% |
| Participation rate | 75.8% | 74.6%+1.2pp | 78.8%-3.0pp | 71.3%+4.5pp |
| Annual return | 19.65% | 29.64%-10.0pp | 134.51%-114.9pp | 22.88%-3.2pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $6,782 | $4,422+53.4% | $5,683+19.3% | $5,455+24.3% |
| Admin fee / account holder | $14 | $52-72.9% | $13,222-99.9% | $74-80.9% |