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) | $544,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $252,187 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 · EIN 13-4008324 | Accounting | $103,576 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,826 | $118,464-18.3% | $96,564+0.3% | $103,657-6.6% |
| Participation rate | 98.2% | 89.0%+9.2pp | 76.0%+22.2pp | 73.4%+24.8pp |
| Annual return | 15.83% | 18.79%-3.0pp | 25.89%-10.1pp | 33.13%-17.3pp |
| Employer contribution / active EE | $4,977 | $4,210+18.2% | $2,967+67.8% | $3,216+54.8% |
| Participant deferral / active EE | $5,811 | $7,277-20.1% | $4,852+19.8% | $5,218+11.4% |
| Admin fee / account holder | $138 | $81+70.3% | $8,256-98.3% | $114+21.0% |