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 LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,105 |
EARNEY & CO4 years Filed as: EARNEY AND COMPANY, L.L.P. Service code 10 · EIN 56-1719839 | Accounting | $28,250 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $18,105 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,116 | $71,142-60.5% | $119,634-76.5% | $64,824-56.6% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.3%+19.2pp | 71.5%+26.9pp |
| Annual return | -17.34% | -10.01%-7.3pp | -14.98%-2.4pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,239 | $2,497-50.4% | $4,232-70.7% | $2,507-50.6% |
| Participant deferral / active EE | $3,469 | $4,490-22.7% | $5,601-38.1% | $4,311-19.5% |
| Admin fee / account holder | $134 | $162-17.1% | $10,329-98.7% | $188-28.4% |