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 | $61,771 |
Filed as: CAPITAL PLANNING ADVISORS Service code 27 | Advisory (Plan) | $29,137 |
Filed as: CAPITAL PLANNING ADVISORS, LLC Service code 27 · EIN 46-2502263 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,224 | $86,655-38.6% | $119,609-55.5% | $66,914-20.5% |
| Participation rate | 88.5% | 75.6%+12.9pp | 79.3%+9.2pp | 69.8%+18.7pp |
| Annual return | -18.97% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,426 | $2,536-43.8% | $4,232-66.3% | $2,544-44.0% |
| Participant deferral / active EE | $4,929 | $4,358+13.1% | $5,602-12.0% | $4,237+16.3% |
| Admin fee / account holder | $349 | $755-53.8% | $10,323-96.6% | $593-41.2% |