Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $168,409 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
UHY LLP5+ years Filed as: UHY LLP MI Service code 10 · EIN 20-0694403 | Accounting | $18,157 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,623 | $46,423+209.4% | $75,886+89.3% | $67,579+112.5% |
| Participation rate | 90.8% | 63.1%+27.7pp | 69.3%+21.5pp | 71.3%+19.5pp |
| Annual return | 19.11% | 32.29%-13.2pp | 30.76%-11.6pp | 378.56%-359.5pp |
| Employer contribution / active EE | $2,633 | $1,406+87.2% | $2,500+5.3% | $2,148+22.6% |
| Participant deferral / active EE | $7,968 | $2,564+210.7% | $3,603+121.2% | $3,539+125.1% |
| Admin fee / account holder | $320 | $132+142.5% | $5,418-94.1% | $142+124.6% |