Filed January 30, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $201,231 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $82,373 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK MINNESOTA, NA Service code 21 · EIN 39-1819240 | Bank Trustee | $39,080 |
HILL WARD HENDERSON1 year Service code 29 · EIN 45-0479693 | Legal | $33,361 |
MOORE COLSON4+ years Filed as: MOORE STEPHENS LOVELACE, PA Service code 10 · EIN 59-3070669 | Accounting | $23,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 1.34% | 15.61%-14.3pp | 20.73%-19.4pp | 53.27%-51.9pp |
| Employer contribution / active EE | $24,271 | $10,773+125.3% | $36,503-33.5% | $14,774+64.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |