Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $29,375 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$178,277 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,791 | $89,436+188.2% | $164,813+56.4% | $77,643+232.0% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 18.46% | 28.83%-10.4pp | 69.93%-51.5pp | 31.24%-12.8pp |
| Employer contribution / active EE | $7,061 | $2,569+174.9% | $4,341+62.7% | $2,726+159.1% |
| Participant deferral / active EE | $15,367 | $4,897+213.8% | $6,031+154.8% | $4,647+230.7% |
| Admin fee / account holder | -$157 | $339-146.1% | $12,690-101.2% | $430-136.4% |