Filings through .
2 of 17 flags tripped on the 2024 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$41K in admin expenses, $505 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
CAPITAL ADVISORS INC2+ years Filed as: CAPITAL ADVISERS, INC Service code 99 Other Fees | $4,543 |
Filed as: RETIREMENT PLAN SERVICES, INC. Service code 49 · EIN 56-1762637 Other Services | $2,789 |
CAPITAL ADVISORS INC1 year Filed as: CAPITAL ADVESERS, INC Service code 99 · EIN 56-2001246 Other Fees | $0 |
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
2 contacts
2 filings · 2023 to 2024