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 | $1,456,632 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $147,939 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $23,500 |
HILL, WARD, HENDERSO1 year Filed as: HILLWARD HENDERSON Service code 16 · EIN 59-2678550 | Consulting | $11,631 |
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 | $69,928 | $68,330+2.3% | $149,740-53.3% | $96,393-27.5% |
| Participation rate | 97.4% | 74.6%+22.8pp | 78.8%+18.6pp | 71.3%+26.1pp |
| Annual return | 20.21% | 29.64%-9.4pp | 134.51%-114.3pp | 22.88%-2.7pp |
| Employer contribution / active EE | $2,755 | $2,139+28.8% | $4,821-42.9% | $3,239-14.9% |
| Participant deferral / active EE | $5,601 | $4,422+26.7% | $5,683-1.4% | $5,455+2.7% |
| Admin fee / account holder | $43 | $52-17.5% | $13,222-99.7% | $74-42.0% |