Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $431,340 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,349 | $110,282+97.1% | $102,423+112.2% | $199,921+8.7% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.8pp |
| Annual return | 14.90% | 35.75%-20.9pp | 29.42%-14.5pp | 34.28%-19.4pp |
| Employer contribution / active EE | $8,828 | $3,603+145.0% | $3,023+192.0% | $3,035+190.8% |
| Participant deferral / active EE | $8,898 | $6,376+39.6% | $5,054+76.1% | $5,089+74.9% |
| Admin fee / account holder | $145 | $122+18.3% | $9,455-98.5% | $269-46.3% |