Filed March 12, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Contract Administrator | $26,935 |
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $24,203 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $20,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,494 | $54,245-54.8% | $93,727-73.9% | $77,762-68.5% |
| Participation rate | 56.1% | 63.9%-7.8pp | 68.7%-12.6pp | 70.6%-14.5pp |
| Annual return | 14.12% | 30.58%-16.5pp | 133.83%-119.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $521 | $1,168-55.4% | $2,421-78.5% | $2,728-80.9% |
| Participant deferral / active EE | $1,583 | $3,144-49.7% | $4,417-64.2% | $4,651-66.0% |
| Admin fee / account holder | $227 | $575-60.6% | $8,292-97.3% | $433-47.6% |