Filed February 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $45,580 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,378 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $27,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $89,580 | $79,519+12.7% | $95,956-6.6% | $73,412+22.0% |
| Participation rate | 91.7% | 81.2%+10.6pp | 77.1%+14.7pp | 72.2%+19.6pp |
| Annual return | 16.67% | 19.20%-2.5pp | 91.63%-75.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,998 | $2,048-2.5% | $2,541-21.4% | $2,234-10.6% |
| Participant deferral / active EE | $6,190 | $4,138+49.6% | $4,167+48.6% | $3,806+62.7% |
| Admin fee / account holder | $168 | $184-9.1% | $6,797-97.5% | $158+6.1% |