Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $253,324 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,863 |
Service code 10 · EIN 13-4008324 | Accounting | $58,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,934 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,265 | $144,879+56.9% | $111,319+104.2% | $93,010+144.3% |
| Participation rate | 98.9% | 86.1%+12.8pp | 77.3%+21.6pp | 73.9%+25.0pp |
| Annual return | 12.83% | 18.11%-5.3pp | 54.68%-41.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $7,819 | $3,052+156.2% | $2,732+186.2% | $2,705+189.0% |
| Participant deferral / active EE | $9,361 | $5,576+67.9% | $4,488+108.6% | $4,561+105.2% |
| Admin fee / account holder | $186 | $104+79.9% | $7,966-97.7% | $152+22.8% |