Filed June 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,328 | $95,274+28.4% | $135,903-10.0% | $74,419+64.4% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 20.99% | 32.77%-11.8pp | 68.23%-47.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,954 | $3,874-23.7% | $4,856-39.2% | $2,637+12.0% |
| Participant deferral / active EE | $7,219 | $7,782-7.2% | $7,758-6.9% | $4,528+59.4% |
| Admin fee / account holder | -$14 | $266-105.3% | $10,762-100.1% | $348-104.1% |