Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,563 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $57,942 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,794 | $129,227-51.4% | $184,256-65.9% | $77,762-19.2% |
| Participation rate | 93.2% | 87.4%+5.8pp | 86.8%+6.3pp | 70.6%+22.6pp |
| Annual return | 15.72% | 33.24%-17.5pp | 28.85%-13.1pp | 31.27%-15.5pp |
| Employer contribution / active EE | $2,722 | $4,412-38.3% | $6,427-57.7% | $2,728-0.2% |
| Participant deferral / active EE | $3,884 | $7,307-46.8% | $9,133-57.5% | $4,651-16.5% |
| Admin fee / account holder | $182 | $256-28.7% | $13,899-98.7% | $433-57.9% |