Filed September 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,362 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,855 | $86,655+31.4% | $119,622-4.8% | $66,938+70.1% |
| Participation rate | 92.3% | 75.6%+16.8pp | 79.3%+13.1pp | 69.8%+22.5pp |
| Annual return | -22.28% | -8.00%-14.3pp | -14.98%-7.3pp | 1.58%-23.9pp |
| Employer contribution / active EE | $2,542 | $2,536+0.2% | $4,232-39.9% | $2,545-0.1% |
| Participant deferral / active EE | $10,074 | $4,358+131.2% | $5,601+79.9% | $4,238+137.7% |
| Admin fee / account holder | $332 | $755-56.0% | $10,328-96.8% | $594-44.0% |