Filed September 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $64,750 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,755 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$84,103 |
Form 5500 reported that benefits due were not provided when due.
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 | $50,702 | $53,136-4.6% | $155,509-67.4% | $199,593-74.6% |
| Participation rate | 94.2% | 64.1%+30.1pp | 78.2%+16.0pp | 72.0%+22.2pp |
| Annual return | 15.66% | 41.15%-25.5pp | 64.67%-49.0pp | 34.25%-18.6pp |
| Employer contribution / active EE | $1,233 | $1,851-33.4% | $4,672-73.6% | $3,034-59.4% |
| Participant deferral / active EE | $4,006 | $3,161+26.7% | $5,626-28.8% | $5,087-21.2% |
| Admin fee / account holder | $1 | $185-99.2% | $15,912-100.0% | $269-99.4% |