Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,856 |
JENNER & BLOCK LLP3 years Service code 16 · EIN 36-2192554 | Consulting | $45,304 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $38,658 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,804 | $78,852+54.5% | $76,768+58.7% | $75,289+61.8% |
| Participation rate | 83.0% | 85.0%-1.9pp | 77.0%+6.1pp | 72.4%+10.6pp |
| Annual return | -8.27% | -1.29%-7.0pp | 2.43%-10.7pp | -0.04%-8.2pp |
| Employer contribution / active EE | $3,429 | $2,794+22.7% | $2,485+38.0% | $2,405+42.6% |
| Participant deferral / active EE | $6,231 | $4,800+29.8% | $3,852+61.8% | $3,739+66.7% |
| Admin fee / account holder | $42 | $79-47.4% | $6,676-99.4% | $102-59.4% |