Filed March 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $169,301 |
FARBER HASS HURLEY LLP3+ years Service code 10 · EIN 20-4207759 | Accounting | $19,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,028 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,665 | $44,989+72.6% | $170,435-54.4% | $77,958-0.4% |
| Participation rate | 96.3% | 64.6%+31.7pp | 83.6%+12.7pp | 71.6%+24.7pp |
| Annual return | 18.49% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,188 | $1,466+49.3% | $5,432-59.7% | $2,310-5.3% |
| Participant deferral / active EE | $5,647 | $2,208+155.8% | $4,939+14.3% | $3,537+59.7% |
| Admin fee / account holder | $36 | $69-47.9% | $13,881-99.7% | $97-63.1% |