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) | $542,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $356,370 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $93,057 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $64,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $75,626 | $106,087-28.7% | $86,691-12.8% | $78,044-3.1% |
| Participation rate | 99.3% | 89.6%+9.7pp | 76.6%+22.7pp | 74.4%+24.9pp |
| Annual return | -15.64% | -14.87%-0.8pp | 35.94%-51.6pp | 10.87%-26.5pp |
| Employer contribution / active EE | $4,409 | $4,110+7.3% | $2,837+55.4% | $3,125+41.1% |
| Participant deferral / active EE | $5,420 | $6,851-20.9% | $4,656+16.4% | $5,084+6.6% |
| Admin fee / account holder | $135 | $81+65.7% | $7,492-98.2% | $79+70.5% |