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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $70,689 |
Service code 10 · EIN 26-0058143 | Accounting | $27,153 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $17,500 |
CAMMACK LARHETTE ADVISORS4 years Service code 17 · EIN 20-4668732 | Pension Consulting | $11,588 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 50 · EIN 26-0058143 | Direct Payment | $7,725 |
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 | $188,542 | $94,833+98.8% | $75,714+149.0% | $86,821+117.2% |
| Participation rate | 81.3% | 79.1%+2.2pp | 74.8%+6.5pp | 72.3%+9.0pp |
| Annual return | 13.16% | 16.91%-3.8pp | 104.62%-91.5pp | 97.94%-84.8pp |
| Employer contribution / active EE | $2,879 | $2,904-0.9% | $2,744+5.0% | $2,406+19.7% |
| Participant deferral / active EE | $4,805 | $3,632+32.3% | $3,820+25.8% | $4,132+16.3% |
| Admin fee / account holder | $105 | $109-3.5% | $3,619-97.1% | $170-38.2% |