| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $136,943 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,600 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $18,921 |
PENSION ASSURANCE LLP2 years Service code 27 · EIN 06-1050034 | Advisory (Plan) | $13,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,452 | $144,879+30.1% | $111,319+69.3% | $93,010+102.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 15.52% | 18.11%-2.6pp | 54.68%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $4,048 | $3,052+32.6% | $2,732+48.2% | $2,705+49.6% |
| Participant deferral / active EE | $8,157 | $5,576+46.3% | $4,488+81.8% | $4,561+78.8% |
| Admin fee / account holder | $105 | $104+1.8% | $7,966-98.7% | $152-30.5% |