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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $221,687 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,786 |
Filed as: WAY, RAY, SHELTON & CO, PC Service code 10 · EIN 63-0962807 | Accounting | $42,514 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5 |
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.
Annual investment return 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).
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 | $18,666 | $102,389-81.8% | $100,528-81.4% | $90,274-79.3% |
| Participation rate | 99.7% | 84.0%+15.6pp | 79.4%+20.2pp | 73.4%+26.3pp |
| Annual return | 13.60% | 22.50%-8.9pp | 30.90%-17.3pp | 53.97%-40.4pp |
| Employer contribution / active EE | $101 | $3,056-96.7% | $3,419-97.0% | $2,523-96.0% |
| Participant deferral / active EE | $1,689 | $7,514-77.5% | $6,271-73.1% | $4,231-60.1% |
| Admin fee / account holder | $110 | $83+31.6% | $8,084-98.6% | $114-3.9% |