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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Contract Administrator | $18,596 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $17,744 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $16,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,647 | $42,367-58.3% | $79,580-77.8% | $64,819-72.8% |
| Participation rate | 60.5% | 64.7%-4.2pp | 69.5%-9.0pp | 71.5%-10.9pp |
| Annual return | -12.60% | -12.23%-0.4pp | 0.15%-12.8pp | 32.84%-45.4pp |
| Employer contribution / active EE | $546 | $1,181-53.8% | $2,413-77.4% | $2,507-78.2% |
| Participant deferral / active EE | $1,583 | $3,170-50.1% | $3,985-60.3% | $4,311-63.3% |
| Admin fee / account holder | $188 | $160+17.8% | $6,835-97.3% | $1880% |