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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,308 | $66,457+115.6% | $81,382+76.1% | $77,643+84.6% |
| Participation rate | 98.6% | 68.7%+29.9pp | 69.5%+29.1pp | 70.6%+28.0pp |
| Annual return | 12.71% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $7,302 | $2,159+238.2% | $2,463+196.5% | $2,726+167.9% |
| Participant deferral / active EE | $6,379 | $3,679+73.4% | $3,883+64.3% | $4,647+37.3% |
| Admin fee / account holder | $355 | $583-39.1% | $5,768-93.9% | $430-17.6% |