Filed January 29, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $119,227 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $87,023 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 | Accounting | $13,000 |
Service code 28 · EIN 26-0058143 | Investment Management | $12,908 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,111 | $117,148+17.9% | $67,560+104.4% | $99,313+39.1% |
| Participation rate | 38.1% | 72.7%-34.6pp | 72.9%-34.8pp | 71.7%-33.6pp |
| Annual return | 13.82% | 14.15%-0.3pp | 3533.50%-3519.7pp | 17.67%-3.9pp |
| Employer contribution / active EE | $1,485 | $4,623-67.9% | $2,737-45.7% | $3,264-54.5% |
| Participant deferral / active EE | $3,272 | $4,782-31.6% | $4,004-18.3% | $5,346-38.8% |
| Admin fee / account holder | $73 | $50+45.8% | $3,994-98.2% | $109-33.1% |