Filed March 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $93,476 |
FARBER HASS HURLEY LLP4+ years Service code 10 · EIN 20-4207759 | Accounting | $14,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,703 |
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.
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 | $73,947 | $45,382+62.9% | $154,110-52.0% | $75,289-1.8% |
| Participation rate | 95.0% | 65.9%+29.1pp | 83.0%+12.0pp | 72.4%+22.6pp |
| Annual return | -5.57% | -0.47%-5.1pp | 735.22%-740.8pp | -0.04%-5.5pp |
| Employer contribution / active EE | $2,257 | $1,533+47.3% | $5,298-57.4% | $2,405-6.1% |
| Participant deferral / active EE | $6,072 | $2,384+154.7% | $5,081+19.5% | $3,739+62.4% |
| Admin fee / account holder | $5 | $89-94.6% | $13,412-100.0% | $102-95.3% |