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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Contract Administrator | $21,352 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $20,206 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $19,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,245 | $53,165-58.2% | $86,188-74.2% | $74,419-70.1% |
| Participation rate | 57.5% | 64.9%-7.4pp | 69.0%-11.5pp | 70.7%-13.3pp |
| Annual return | 14.28% | 22.64%-8.4pp | 1168.45%-1154.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $721 | $1,210-40.4% | $2,380-69.7% | $2,637-72.6% |
| Participant deferral / active EE | $1,762 | $3,234-45.5% | $3,985-55.8% | $4,528-61.1% |
| Admin fee / account holder | $217 | $551-60.6% | $6,852-96.8% | $348-37.6% |