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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $216,207 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,207 |
BKD, LLP2 years Filed as: DHG, LLP Service code 10 · EIN 56-0747981 | Accounting | $12,250 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,015 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $5,250 |
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 | $24,398 | $90,274-73.0% | $93,419-73.9% | $90,274-73.0% |
| Participation rate | 87.9% | 73.4%+14.6pp | 66.8%+21.2pp | 73.4%+14.6pp |
| Annual return | 13.71% | 53.97%-40.3pp | 78.05%-64.3pp | 53.97%-40.3pp |
| Employer contribution / active EE | $787 | $2,523-68.8% | $2,075-62.1% | $2,523-68.8% |
| Participant deferral / active EE | $2,183 | $4,231-48.4% | $3,126-30.2% | $4,231-48.4% |
| Admin fee / account holder | $98 | $114-13.9% | $5,230-98.1% | $114-13.9% |