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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,500 |
BRITT & COMPANY CPA LLC2+ years Service code 10 · EIN 45-0604259 | Accounting | $22,000 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR 7885 Service code 29 · EIN 23-1732832 | Legal | $21,402 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,432 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,004 | $106,230-24.7% | $147,080-45.6% | $77,736+2.9% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.7pp | 70.6%+13.3pp |
| Annual return | 18.17% | 56.91%-38.7pp | 420.17%-402.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $629 | $4,072-84.6% | $4,933-87.3% | $2,728-76.9% |
| Participant deferral / active EE | $5 | $8,001-99.9% | $8,066-99.9% | $4,651-99.9% |
| Admin fee / account holder | $9 | $338-97.4% | $12,989-99.9% | $433-97.9% |