Filed June 4, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $47,838 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 | Other Fees | $25,208 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 11-3665754 | Other Fees | $9,135 |
CAPFINANCIAL PARTNERS LLC2 years Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,065 | $122,239-50.0% | $184,203-66.8% | $74,495-18.0% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 14.98% | 19.95%-5.0pp | 28.81%-13.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,070 | $4,537-32.3% | $6,427-52.2% | $2,623+17.1% |
| Participant deferral / active EE | $3,808 | $7,139-46.7% | $9,131-58.3% | $4,346-12.4% |
| Admin fee / account holder | $239 | $1,260-81.0% | $13,901-98.3% | $1,942-87.7% |