Filed June 11, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,116 |
Service code 49 · EIN 42-0245840 | Other Services | $12,680 |
EIDE BAILLY LLP1 year Filed as: EIDEBAILLY Service code 10 · EIN 45-0250958 | Accounting | $9,273 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 8.67% | 5.80%+2.9pp | 4.74%+3.9pp | 11.88%-3.2pp |
| Employer contribution / active EE | $20,548 | $15,506+32.5% | $36,089-43.1% | $14,612+40.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |