Filed June 11, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,795 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,005 | $68,413+16.9% | $123,105-35.0% | $55,191+45.0% |
| Participation rate | 99.5% | 84.5%+14.9pp | 86.8%+12.7pp | 69.2%+30.3pp |
| Annual return | 10.46% | 6.30%+4.2pp | 13.22%-2.8pp | 10.78%-0.3pp |
| Employer contribution / active EE | $7,271 | $3,050+138.4% | $5,151+41.2% | $1,899+282.9% |
| Participant deferral / active EE | $4,756 | $4,490+5.9% | $6,229-23.7% | $3,046+56.1% |
| Admin fee / account holder | $21 | $88-76.2% | $9,014-99.8% | $91-77.0% |