Filed December 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $294,038 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 102 WEST WHITING STREET, SUITE 400 · TAMPA, FL 33602 | Advisory (Plan) | $52,000 |
GLADSTONE & COMPANY, LLC1+ years Service code 10 13794 NW 4TH STREET, STE 203 · SUNRISE, FL 33325 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,718 | $23,187+19.5% | $67,704-59.1% | $69,651-60.2% |
| Participation rate | 12.7% | 20.5%-7.8pp | 67.5%-54.8pp | 66.6%-53.8pp |
| Annual return | 4.34% | 599.89%-595.5pp | 25.41%-21.1pp | 53.77%-49.4pp |
| Employer contribution / active EE | $65 | $277-76.4% | $2,559-97.4% | $2,241-97.1% |
| Participant deferral / active EE | $525 | $676-22.3% | $3,585-85.4% | $3,635-85.6% |
| Admin fee / account holder | $95 | $65+46.1% | $4,255-97.8% | $63+49.7% |