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 | $218,132 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $120,000 |
PAUL A FRANCO3 years Service code 55 9565 N INDUSTRIAL DR · SAINT JOHN, IN 46373 | Other Commissions | $6,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,639 | $50,127+38.9% | $149,673-53.5% | $80,160-13.1% |
| Participation rate | 62.8% | 64.3%-1.5pp | 78.8%-15.9pp | 72.9%-10.1pp |
| Annual return | 17.69% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $969 | $1,865-48.0% | $4,818-79.9% | $2,978-67.5% |
| Participant deferral / active EE | $2,502 | $3,194-21.7% | $5,680-55.9% | $5,017-50.1% |
| Admin fee / account holder | $91 | $153-40.4% | $13,210-99.3% | $145-37.3% |