Filed January 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,550 |
Filed as: CAPFINANCIAL PARTNERS,LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,994 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,631 | $81,357-48.8% | $75,972-45.2% | $199,593-79.1% |
| Participation rate | 97.4% | 69.9%+27.5pp | 69.1%+28.4pp | 72.0%+25.5pp |
| Annual return | 13.93% | 16.32%-2.4pp | 359.55%-345.6pp | 34.25%-20.3pp |
| Employer contribution / active EE | $501 | $3,341-85.0% | $2,685-81.4% | $3,034-83.5% |
| Participant deferral / active EE | $4,967 | $4,710+5.4% | $4,255+16.7% | $5,087-2.4% |
| Admin fee / account holder | $116 | $144-20.0% | $6,467-98.2% | $269-57.0% |