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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $209,056 |
Filed as: WAY, RAY, SHELTON & CO, PC Service code 10 · EIN 63-0962807 | Accounting | $89,163 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $45,065 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $147 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,710 | $71,106-77.9% | $83,322-81.1% | $75,289-79.1% |
| Participation rate | 88.3% | 82.0%+6.3pp | 77.8%+10.6pp | 72.4%+15.9pp |
| Annual return | 7.44% | -0.56%+8.0pp | 10.64%-3.2pp | -0.04%+7.5pp |
| Employer contribution / active EE | $30 | $2,436-98.8% | $3,379-99.1% | $2,405-98.7% |
| Participant deferral / active EE | $1,705 | $6,249-72.7% | $5,565-69.4% | $3,739-54.4% |
| Admin fee / account holder | $120 | $72+65.4% | $7,540-98.4% | $102+17.0% |