Filed December 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $514,800 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,810 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,282 | $42,127-6.8% | $85,187-53.9% | $106,553-63.1% |
| Participation rate | 14.3% | 36.6%-22.3pp | 67.5%-53.2pp | 69.8%-55.5pp |
| Annual return | 15.60% | 36.21%-20.6pp | 66.67%-51.1pp | 17.37%-1.8pp |
| Employer contribution / active EE | $77 | $825-90.7% | $2,732-97.2% | $3,359-97.7% |
| Participant deferral / active EE | $884 | $2,066-57.2% | $4,525-80.5% | $5,562-84.1% |
| Admin fee / account holder | $114 | $114+0.9% | $6,162-98.1% | $80+43.7% |