Filed December 27, 2018 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,556 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,899 |
DEXTER APACHE HOLDINGS1+ years Filed as: DEXTER APACHE HOLDINGS, INC. Service code 27 · EIN 42-0990485 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,302 | $72,770-7.5% | $67,652-0.5% | $55,191+21.9% |
| Participation rate | 60.8% | 78.8%-18.0pp | 75.7%-14.9pp | 69.2%-8.4pp |
| Annual return | 5.95% | -3.26%+9.2pp | 6625.40%-6619.4pp | 10.78%-4.8pp |
| Employer contribution / active EE | $193 | $1,769-89.1% | $2,266-91.5% | $1,899-89.9% |
| Participant deferral / active EE | $1,854 | $3,408-45.6% | $3,560-47.9% | $3,046-39.1% |
| Admin fee / account holder | $27 | $79-65.1% | $4,821-99.4% | $91-69.7% |