Filed February 13, 2019
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $207,439 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $80,000 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC Service code 53 · EIN 36-1436000 | Insurance Commissions | $45,714 |
PID CONSULTING LLC1 year Service code 16 · EIN 83-1681264 | Consulting | $7,886 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $104,342 | $96,261+8.4% | $76,768+35.9% | $68,904+51.4% |
| Participation rate | 90.5% | 87.0%+3.5pp | 77.0%+13.5pp | 74.1%+16.4pp |
| Annual return | -7.28% | -0.85%-6.4pp | 2.43%-9.7pp | 1.07%-8.4pp |
| Employer contribution / active EE | $4,056 | $3,303+22.8% | $2,485+63.2% | $2,540+59.6% |
| Participant deferral / active EE | $5,680 | $5,537+2.6% | $3,852+47.5% | $4,015+41.5% |
| Admin fee / account holder | $48 | $73-34.4% | $6,676-99.3% | $71-32.9% |