Filed June 4, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 | Other Fees | $27,500 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $5,662 |
Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,170 | $130,194-66.1% | $169,993-74.0% | $71,457-38.2% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.0%+7.8pp | 67.9%+26.9pp |
| Annual return | 14.42% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,952 | $4,381-32.6% | $6,785-56.5% | $2,588+14.1% |
| Participant deferral / active EE | $3,494 | $6,923-49.5% | $10,408-66.4% | $4,289-18.5% |
| Admin fee / account holder | $192 | $966-80.2% | $12,815-98.5% | $1,587-87.9% |