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 | $110,258+97.1% | $102,460+112.1% | $200,096+8.6% |
| Participation rate | 99.8% | 86.3%+13.5pp | 76.5%+23.3pp | 72.0%+27.7pp |
| Annual return | 14.90% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.4pp |
| Employer contribution / active EE | $8,828 | $3,605+144.9% | $3,025+191.8% | $3,038+190.6% |
| Participant deferral / active EE | $8,898 | $6,377+39.5% | $5,056+76.0% | $5,090+74.8% |
| Admin fee / account holder | $145 | $122+18.3% | $9,460-98.5% | $269-46.3% |