Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,500 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $17,468 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $11,458 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $11,126 |
Service code 11 · EIN 13-3689044 | Actuarial | $5,456 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 7.52% | 7.64%-0.1pp | 7.98%-0.5pp | 11.88%-4.4pp |
| Employer contribution / active EE | $172 | $10,406-98.4% | $23,724-99.3% | $14,612-98.8% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |