Filed June 11, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $119,925 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,923 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0250958 | Accounting | $10,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,174 | $100,272+119.6% | $170,043+29.5% | $74,460+195.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 25.30% | 66.12%-40.8pp | 53.40%-28.1pp | 34.38%-9.1pp |
| Employer contribution / active EE | $9,659 | $4,266+126.4% | $6,790+42.3% | $2,638+266.1% |
| Participant deferral / active EE | $9,288 | $7,147+30.0% | $10,410-10.8% | $4,530+105.0% |
| Admin fee / account holder | $327 | $235+39.3% | $12,824-97.5% | $348-6.0% |