Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $397,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150,911 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $50,108 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,233 | $130,052+28.6% | $86,717+92.9% | $77,906+114.7% |
| Participation rate | 99.5% | 85.9%+13.6pp | 76.6%+22.9pp | 73.7%+25.8pp |
| Annual return | -14.84% | -12.73%-2.1pp | 35.97%-50.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $7,915 | $3,214+146.3% | $2,837+179.0% | $2,846+178.1% |
| Participant deferral / active EE | $8,026 | $5,741+39.8% | $4,657+72.3% | $4,805+67.0% |
| Admin fee / account holder | $162 | $132+23.1% | $7,494-97.8% | $133+22.4% |