Filed June 15, 2020
Total covered: 253 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $384,926 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $89,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,985 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,663 | $104,544+87.2% | $96,564+102.6% | $80,187+144.0% |
| Participation rate | 99.3% | 86.4%+12.9pp | 76.0%+23.3pp | 72.9%+26.3pp |
| Annual return | 17.81% | 21.79%-4.0pp | 25.89%-8.1pp | 40.40%-22.6pp |
| Employer contribution / active EE | $8,300 | $3,527+135.3% | $2,967+179.8% | $2,980+178.6% |
| Participant deferral / active EE | $8,373 | $6,170+35.7% | $4,852+72.6% | $5,016+66.9% |
| Admin fee / account holder | $154 | $107+44.0% | $8,256-98.1% | $145+6.1% |