| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,519 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,000 |
KBF CPAS LLP7 years Service code 10 · EIN 82-1030164 | Accounting | $17,500 |
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 | $199,156 | $110,258+80.6% | $102,460+94.4% | $200,096-0.5% |
| Participation rate | 98.0% | 86.3%+11.7pp | 76.5%+21.5pp | 72.0%+26.0pp |
| Annual return | 16.57% | 35.78%-19.2pp | 29.47%-12.9pp | 34.26%-17.7pp |
| Employer contribution / active EE | $4,224 | $3,605+17.2% | $3,025+39.6% | $3,038+39.1% |
| Participant deferral / active EE | $11,841 | $6,377+85.7% | $5,056+134.2% | $5,090+132.6% |
| Admin fee / account holder | $32 | $122-74.0% | $9,460-99.7% | $269-88.2% |