Filed October 18, 2018 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,292,413 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 10 · EIN 26-0058143 | Accounting | $135,000 |
HILL, WARD, HENDERSO3+ years Service code 10 · EIN 59-2678550 | Accounting | $27,225 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $16,000 |
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 | $49,223 | $53,684-8.3% | $170,435-71.1% | $80,976-39.2% |
| Participation rate | 97.3% | 69.2%+28.1pp | 83.6%+13.7pp | 68.3%+29.1pp |
| Annual return | 18.43% | 25.97%-7.5pp | 205.94%-187.5pp | 22.91%-4.5pp |
| Employer contribution / active EE | $2,185 | $1,642+33.1% | $5,432-59.8% | $2,402-9.0% |
| Participant deferral / active EE | $3,688 | $3,017+22.2% | $4,939-25.3% | $3,848-4.2% |
| Admin fee / account holder | $48 | $46+3.8% | $13,881-99.7% | $67-28.6% |