Filed December 27, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 13 · EIN 56-1984030 | Contract Administrator | $63,765 |
CSB ASSOCIATES9+ years Service code 11 · EIN 46-0515009 | Actuarial | $45,500 |
Filed as: ANGELL PENSION GROUP INC. Service code 11 · EIN 04-2530412 | Actuarial | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,792 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 13.48% | 9.74%+3.7pp | 12.68%+0.8pp | 9.89%+3.6pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,626-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |