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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $243,196 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,803 |
CARON & BLETZER, PLLC6 years Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $19,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $205,336 | $110,675+85.5% | $115,599+77.6% | $71,012+189.2% |
| Participation rate | 99.6% | 77.3%+22.3pp | 74.3%+25.3pp | 58.6%+41.0pp |
| Annual return | 16.91% | 14.15%+2.8pp | 111.10%-94.2pp | 37.67%-20.8pp |
| Employer contribution / active EE | $11,202 | $3,949+183.6% | $2,955+279.0% | $2,348+377.1% |
| Participant deferral / active EE | $11,589 | $4,947+134.3% | $4,889+137.0% | $3,246+257.0% |
| Admin fee / account holder | $229 | $775-70.5% | $12,841-98.2% | $1,167-80.4% |