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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $9,560 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Contract Administrator | $5,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,167 | $65,072+23.2% | $66,439+20.7% | $65,306+22.8% |
| Participation rate | 93.7% | 69.1%+24.6pp | 74.5%+19.2pp | 57.7%+36.0pp |
| Annual return | 11.69% | 21.50%-9.8pp | 757.66%-746.0pp | 21.94%-10.2pp |
| Employer contribution / active EE | $2,351 | $2,475-5.0% | $2,637-10.8% | $1,967+19.5% |
| Participant deferral / active EE | $3,864 | $3,234+19.5% | $3,876-0.3% | $2,959+30.6% |
| Admin fee / account holder | $66 | $1,323-95.0% | $6,173-98.9% | $3,480-98.1% |