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 | $1,522,903 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $138,694 |
HILL, WARD, HENDERSO6+ years Service code 16 · EIN 59-2678550 | Consulting | $33,083 |
KPMG LLP1 year Service code 16 · EIN 13-5565207 | Consulting | $13,000 |
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 | $67,613 | $66,513+1.7% | $178,510-62.1% | $106,273-36.4% |
| Participation rate | 97.8% | 73.8%+24.0pp | 81.9%+15.9pp | 70.8%+27.0pp |
| Annual return | 17.54% | 21.81%-4.3pp | 151.13%-133.6pp | 21.70%-4.2pp |
| Employer contribution / active EE | $2,666 | $1,776+50.1% | $5,011-46.8% | $2,722-2.1% |
| Participant deferral / active EE | $5,000 | $3,679+35.9% | $5,202-3.9% | $4,601+8.7% |
| Admin fee / account holder | $59 | $53+10.1% | $13,988-99.6% | $78-24.9% |