Filed July 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $189,370 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $65,044 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,116 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,053 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $19,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,994 | $82,783-55.3% | $133,982-72.4% | $90,274-59.0% |
| Participation rate | 96.3% | 81.3%+15.0pp | 79.8%+16.5pp | 73.4%+23.0pp |
| Annual return | 13.79% | 21.89%-8.1pp | 45.10%-31.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $434 | $2,388-81.8% | $3,919-88.9% | $2,523-82.8% |
| Participant deferral / active EE | $3,863 | $4,291-10.0% | $5,047-23.5% | $4,231-8.7% |
| Admin fee / account holder | $58 | $93-37.6% | $8,930-99.4% | $114-49.2% |