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 | $1,640,573 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $144,981 |
KPMG LLP3 years Service code 16 · EIN 13-5565207 | Consulting | $23,500 |
HILL, WARD, HENDERSO8+ years Service code 16 · EIN 59-2678550 | Consulting | $7,754 |
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 | $60,931 | $83,057-26.6% | $143,801-57.6% | $89,433-31.9% |
| Participation rate | 97.4% | 74.0%+23.4pp | 80.3%+17.1pp | 71.3%+26.1pp |
| Annual return | -16.87% | -13.97%-2.9pp | -0.04%-16.8pp | -11.88%-5.0pp |
| Employer contribution / active EE | $2,644 | $2,095+26.2% | $4,952-46.6% | $3,021-12.5% |
| Participant deferral / active EE | $5,477 | $4,281+28.0% | $5,639-2.9% | $5,125+6.9% |
| Admin fee / account holder | $51 | $83-38.3% | $14,680-99.7% | $79-35.5% |