Filed August 8, 2023 (most recent of 2 filings on file)
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,260 | $73,283+16.3% | $155,556-45.2% | $106,553-20.0% |
| Participation rate | 81.9% | 73.3%+8.6pp | 78.2%+3.7pp | 69.8%+12.1pp |
| Annual return | 15.38% | 15.76%-0.4pp | 64.84%-49.5pp | 17.37%-2.0pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $7,270 | $4,567+59.2% | $5,631+29.1% | $5,562+30.7% |
| Admin fee / account holder | $13 | $56-76.3% | $15,885-99.9% | $80-83.4% |