Filed June 4, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $27,500 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $6,428 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participant contribution per participant 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 | $52,777 | $102,661-48.6% | $151,645-65.2% | $66,949-21.2% |
| Participation rate | 96.2% | 85.5%+10.6pp | 87.5%+8.7pp | 69.8%+26.3pp |
| Annual return | -13.72% | -10.81%-2.9pp | 3.34%-17.1pp | 1.57%-15.3pp |
| Employer contribution / active EE | $2,993 | $4,184-28.5% | $6,165-51.4% | $2,545+17.6% |
| Participant deferral / active EE | $3,293 | $6,645-50.4% | $8,363-60.6% | $4,239-22.3% |
| Admin fee / account holder | $188 | $630-70.2% | $11,614-98.4% | $594-68.3% |