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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $210,067 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,052 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $17,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,107 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $18,457 | $75,289-75.5% | $75,826-75.7% | $75,289-75.5% |
| Participation rate | 84.5% | 72.4%+12.1pp | 68.2%+16.3pp | 72.4%+12.1pp |
| Annual return | -4.48% | -0.04%-4.4pp | 1914.15%-1918.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $743 | $2,405-69.1% | $1,913-61.2% | $2,405-69.1% |
| Participant deferral / active EE | $2,054 | $3,739-45.1% | $2,862-28.2% | $3,739-45.1% |
| Admin fee / account holder | $86 | $102-16.1% | $4,726-98.2% | $102-16.1% |