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 | $1,672,618 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $141,290 |
KPMG LLP2 years Service code 16 · EIN 13-5565207 | Consulting | $17,500 |
HILL, WARD, HENDERSO7+ years Service code 16 · EIN 59-2678550 | Consulting | $9,483 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,845 | $68,062+10.0% | $185,854-59.7% | $106,520-29.7% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.7%+15.8pp | 71.3%+26.2pp |
| Annual return | 14.15% | 18.20%-4.1pp | 122.12%-108.0pp | 19.28%-5.1pp |
| Employer contribution / active EE | $2,618 | $1,997+31.1% | $5,169-49.3% | $2,840-7.8% |
| Participant deferral / active EE | $5,384 | $3,990+34.9% | $5,569-3.3% | $4,948+8.8% |
| Admin fee / account holder | $55 | $53+3.5% | $16,246-99.7% | $75-26.7% |