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 | $386,097 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $258,059 |
Service code 37 · EIN 04-2647786 | Loan Processing | $121,266 |
Service code 10 · EIN 13-4008324 | Accounting | $109,124 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,208 | $134,619-18.9% | $111,319-1.9% | $101,555+7.5% |
| Participation rate | 96.5% | 89.0%+7.5pp | 77.3%+19.1pp | 74.5%+21.9pp |
| Annual return | 11.28% | 17.96%-6.7pp | 54.68%-43.4pp | 21.00%-9.7pp |
| Employer contribution / active EE | $4,232 | $3,829+10.5% | $2,732+54.9% | $2,972+42.4% |
| Participant deferral / active EE | $6,099 | $6,572-7.2% | $4,488+35.9% | $4,874+25.1% |
| Admin fee / account holder | $161 | $86+86.1% | $7,966-98.0% | $139+15.1% |