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| Provider | Service type | Compensation |
|---|---|---|
CAPSTONE RETIREMENT SERVICES1+ years Filed as: CAPSTONE RETIRMENT SERVICES Service code 12 · EIN 26-0674136 | Claims processing | $42,450 |
HERITAGE PENSION ADVISORS, LLC1+ years Filed as: HERITAGE INSTITUTIONAL SERVICES, LL Service code 16 · EIN 27-2388726 | Consulting | $37,916 |
HSPG & ASSOCIATES PC1+ years Filed as: HSPG & ASSOCIATES Service code 10 · EIN 20-5861398 | Accounting | $15,750 |
MCAFEE & TAFT1+ years Filed as: MCAFEE TAFT Service code 22 · EIN 73-0781679 | Insurance Broker | $13,193 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,165 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 15 · EIN 06-1050034 | Recordkeeping | $36 |
Filed as: PRUDENTIAL RETIRMENT INSURANCE AND Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,808 | $54,392+8.1% | $84,753-30.6% | $63,975-8.1% |
| Participation rate | 97.7% | 76.9%+20.9pp | 76.6%+21.1pp | 71.1%+26.6pp |
| Annual return | -0.93% | 611.38%-612.3pp | 22.78%-23.7pp | 48.65%-49.6pp |
| Employer contribution / active EE | $3,423 | $2,943+16.3% | $3,574-4.2% | $2,182+56.9% |
| Participant deferral / active EE | $756 | $2,593-70.8% | $3,712-79.6% | $3,356-77.5% |
| Admin fee / account holder | $84 | $136-38.4% | $5,333-98.4% | $70+18.8% |