Filed May 31, 2017 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,293 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,308 | $66,486+115.5% | $81,370+76.1% | $77,762+84.3% |
| Participation rate | 98.6% | 68.7%+29.9pp | 69.5%+29.1pp | 70.6%+28.0pp |
| Annual return | 12.71% | 15.95%-3.2pp | 24.85%-12.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $7,302 | $2,158+238.5% | $2,464+196.4% | $2,728+167.7% |
| Participant deferral / active EE | $6,379 | $3,677+73.5% | $3,885+64.2% | $4,651+37.2% |
| Admin fee / account holder | $355 | $586-39.5% | $5,749-93.8% | $433-18.1% |