Filed August 9, 2016 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,218 |
EARNEY & CO2 years Filed as: EARNEY AND COMPANY, L.L.P. Service code 10 · EIN 56-1719839 | Accounting | $20,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,507 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,914 | $78,419-58.0% | $133,978-75.4% | $73,412-55.2% |
| Participation rate | 97.7% | 78.6%+19.1pp | 79.8%+17.9pp | 72.2%+25.6pp |
| Annual return | 16.22% | 33.35%-17.1pp | 45.10%-28.9pp | 59.30%-43.1pp |
| Employer contribution / active EE | $830 | $2,044-59.4% | $3,919-78.8% | $2,234-62.8% |
| Participant deferral / active EE | $2,348 | $3,925-40.2% | $5,047-53.5% | $3,806-38.3% |
| Admin fee / account holder | $107 | $161-33.7% | $8,930-98.8% | $158-32.2% |