Filed December 9, 2016 (most recent of 3 filings on file)
Total covered: 38 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $281,808 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $257,595 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $17,305 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 4.45% | 7.00%-2.5pp | 11.15%-6.7pp | 9.75%-5.3pp |
| Employer contribution / active EE | $34,721 | $12,441+179.1% | $19,872+74.7% | $13,830+151.1% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |