Filed August 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $48,225 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $17,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,208,294 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,260 | $73,283+16.3% | $155,509-45.2% | $106,382-19.9% |
| Participation rate | 81.9% | 73.3%+8.6pp | 78.2%+3.7pp | 69.9%+12.0pp |
| Annual return | 15.38% | 15.77%-0.4pp | 64.67%-49.3pp | 17.37%-2.0pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $7,270 | $4,580+58.7% | $5,626+29.2% | $5,569+30.5% |
| Admin fee / account holder | $13 | $56-76.4% | $15,912-99.9% | $79-83.3% |