Filed July 5, 2016 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,198 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $51,720 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,221 | $86,897-44.5% | $151,645-68.2% | $64,824-25.6% |
| Participation rate | 93.3% | 87.3%+6.1pp | 87.5%+5.8pp | 71.5%+21.9pp |
| Annual return | -17.22% | -3.57%-13.7pp | 3.34%-20.6pp | 32.84%-50.1pp |
| Employer contribution / active EE | $2,468 | $4,010-38.4% | $6,165-60.0% | $2,507-1.5% |
| Participant deferral / active EE | $3,733 | $6,690-44.2% | $8,363-55.4% | $4,311-13.4% |
| Admin fee / account holder | $181 | $153+18.5% | $11,614-98.4% | $188-3.5% |