Filed October 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $125,820 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,815 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,887 | $62,686+24.2% | $178,505-56.4% | $77,762+0.2% |
| Participation rate | 95.7% | 66.9%+28.8pp | 77.1%+18.6pp | 70.6%+25.1pp |
| Annual return | 16.05% | 16.16%-0.1pp | 27.16%-11.1pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,699 | $1,914+93.3% | $3,955-6.5% | $2,728+35.6% |
| Participant deferral / active EE | $6,643 | $4,224+57.3% | $6,280+5.8% | $4,651+42.8% |
| Admin fee / account holder | $263 | $386-32.0% | $10,428-97.5% | $433-39.3% |