Filed August 31, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,499 |
Filed as: CAPITAL PLANNING ADVISORS, LLC Service code 27 · EIN 46-2502263 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,614 | $91,559-31.6% | $133,978-53.3% | $79,856-21.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.14% | 61.85%-46.7pp | 45.10%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $837 | $2,384-64.9% | $3,919-78.6% | $2,471-66.1% |
| Participant deferral / active EE | $5,154 | $3,734+38.0% | $5,047+2.1% | $3,741+37.8% |
| Admin fee / account holder | $348 | $6,321-94.5% | $8,930-96.1% | $5,306-93.4% |