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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,039 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 27 · EIN 26-0059143 | Advisory (Plan) | $32,500 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $24,000 |
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 | $141,974 | $86,338+64.4% | $91,994+54.3% | $77,775+82.5% |
| Participation rate | 95.5% | 82.9%+12.5pp | 78.6%+16.8pp | 73.2%+22.2pp |
| Annual return | 111.50% | 29.65%+81.8pp | 69.04%+42.5pp | 32.58%+78.9pp |
| Employer contribution / active EE | $4,502 | $2,988+50.7% | $3,453+30.4% | $2,504+79.8% |
| Participant deferral / active EE | $8,692 | $6,908+25.8% | $5,924+46.7% | $3,966+119.2% |
| Admin fee / account holder | $38 | $79-51.7% | $7,744-99.5% | $100-61.7% |