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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,221 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 99 · EIN 26-0058143 | Other Fees | $60,000 |
BECHER DELLA TORRE GITTO & CO.1+ years Filed as: BECHER, DELLA TORRE, GITTO & COMPA Service code 10 · EIN 22-2625944 | Accounting | $46,198 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,147 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,443 | $86,791-58.0% | $115,038-68.3% | $59,188-38.4% |
| Participation rate | 87.1% | 72.8%+14.3pp | 81.4%+5.7pp | 69.4%+17.7pp |
| Annual return | 10.28% | 4.44%+5.8pp | 26.14%-15.9pp | 5.51%+4.8pp |
| Employer contribution / active EE | $1,960 | $2,950-33.5% | $4,608-57.5% | $2,098-6.6% |
| Participant deferral / active EE | $5,596 | $5,298+5.6% | $6,026-7.1% | $3,265+71.4% |
| Admin fee / account holder | $40 | $95-58.2% | $8,175-99.5% | $92-56.9% |