Filed January 29, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,265 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 49 · EIN 26-0058143 | Other Services | $37,534 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 49 · EIN 26-0058143 | Other Services | $12,773 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LP Service code 10 · EIN 56-0747981 | Accounting | $7,306 |
BKD, LLP1 year Filed as: DIXON GOODMAN HUGHES LLP Service code 10 · EIN 56-0747981 | Accounting | $7,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,512 | $88,730-53.2% | $82,312-49.6% | $77,958-46.8% |
| Participation rate | 38.6% | 84.5%-45.9pp | 76.9%-38.3pp | 71.6%-33.0pp |
| Annual return | 14.41% | 20.88%-6.5pp | 25.88%-11.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $656 | $2,758-76.2% | $2,428-73.0% | $2,310-71.6% |
| Participant deferral / active EE | $1,214 | $4,634-73.8% | $3,706-67.2% | $3,537-65.7% |
| Admin fee / account holder | $105 | $74+42.5% | $5,608-98.1% | $97+8.3% |