Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,785 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
MMA SECURITIES LLC6 years Filed as: MARSH USA INC Service code 49 · EIN 36-1436000 | Other Services | $78,751 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $52,771 |
SMITHS GROUP SERVICES CORP2 years Service code 35 · EIN 22-3015350 | Employee (plan sponsor) | $22,805 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,456 | $104,544+40.1% | $96,564+51.7% | $80,187+82.6% |
| Participation rate | 71.2% | 86.4%-15.2pp | 76.0%-4.8pp | 72.9%-1.8pp |
| Annual return | 20.50% | 21.79%-1.3pp | 25.89%-5.4pp | 40.40%-19.9pp |
| Employer contribution / active EE | $3,396 | $3,527-3.7% | $2,967+14.5% | $2,980+14.0% |
| Participant deferral / active EE | $5,140 | $6,170-16.7% | $4,852+5.9% | $5,016+2.5% |
| Admin fee / account holder | $64 | $107-40.0% | $8,256-99.2% | $145-55.8% |