Filed December 27, 2018 (most recent of 9 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,673 |
DEXTER APACHE HOLDINGS1 year Service code 10 · EIN 42-0714325 | Accounting | $18,636 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,854 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,467 | $105,173-46.3% | $87,102-35.2% | $77,775-27.4% |
| Participation rate | 76.4% | 85.8%-9.4pp | 76.9%-0.5pp | 73.2%+3.2pp |
| Annual return | 34.69% | 24.52%+10.2pp | 28.19%+6.5pp | 32.58%+2.1pp |
| Employer contribution / active EE | $206 | $2,890-92.9% | $2,521-91.8% | $2,504-91.8% |
| Participant deferral / active EE | $1,656 | $5,048-67.2% | $4,048-59.1% | $3,966-58.2% |
| Admin fee / account holder | $38 | $105-63.8% | $7,493-99.5% | $100-62.2% |