Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $280,557 |
CAPFINANCIAL PARTNERS LLC2 years Service code 49 · EIN 26-0058143 | Other Services | $30,000 |
PAUL A FRANCO1 year Service code 55 · EIN 31-7661364 | Other Commissions | $11,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,057 | $67,512+33.4% | $185,854-51.5% | $93,010-3.2% |
| Participation rate | 55.1% | 67.1%-12.0pp | 81.7%-26.6pp | 73.9%-18.8pp |
| Annual return | 15.85% | 21.04%-5.2pp | 122.12%-106.3pp | 158.70%-142.9pp |
| Employer contribution / active EE | $846 | $1,783-52.5% | $5,169-83.6% | $2,705-68.7% |
| Participant deferral / active EE | $2,429 | $3,035-20.0% | $5,569-56.4% | $4,561-46.7% |
| Admin fee / account holder | $144 | $318-54.8% | $16,246-99.1% | $152-5.4% |