Filed February 24, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,040,586 |
SC&H ATTEST SERVICES, P.C.7 years Service code 10 · EIN 52-1743645 | Accounting | $8,713 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,374 | $36,954-61.1% | $80,669-82.2% | $96,393-85.1% |
| Participation rate | 4.5% | 33.6%-29.1pp | 67.0%-62.5pp | 71.3%-66.8pp |
| Annual return | 22.94% | 36.74%-13.8pp | 937.61%-914.7pp | 22.88%+0.1pp |
| Employer contribution / active EE | $1 | $776-99.9% | $2,724-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $314 | $1,942-83.8% | $4,444-92.9% | $5,455-94.2% |
| Admin fee / account holder | $65 | $115-43.2% | $5,384-98.8% | $74-11.7% |