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 | $432,801 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,000 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,928 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,906 | $35,293-26.6% | $77,081-66.4% | $89,394-71.0% |
| Participation rate | 13.0% | 31.3%-18.3pp | 67.9%-54.9pp | 71.3%-58.3pp |
| Annual return | -17.53% | -5.92%-11.6pp | 42.33%-59.9pp | -11.89%-5.6pp |
| Employer contribution / active EE | $69 | $695-90.1% | $2,813-97.6% | $3,022-97.7% |
| Participant deferral / active EE | $799 | $1,764-54.7% | $4,428-81.9% | $5,123-84.4% |
| Admin fee / account holder | $83 | $105-21.2% | $5,427-98.5% | $79+4.2% |