Filed May 11, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,324 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $58,114 |
CROWE LLP1 year Filed as: CROWE INV Service code 10 · EIN 35-0921680 | Accounting | $27,304 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHATTE ADVISORS LLC Service code 16 · EIN 46-4084533 | Consulting | $18,440 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH Service code 16 · EIN 36-2152202 | Consulting | $15,538 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$310,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,657 | $120,057+114.6% | $75,728+240.2% | $93,010+177.0% |
| Participation rate | 44.0% | 77.3%-33.3pp | 74.8%-30.8pp | 73.9%-29.9pp |
| Annual return | 12.83% | 19.62%-6.8pp | 104.66%-91.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $1,887 | $3,253-42.0% | $2,743-31.2% | $2,705-30.3% |
| Participant deferral / active EE | $4,436 | $4,089+8.5% | $3,820+16.1% | $4,561-2.7% |
| Admin fee / account holder | $75 | $81-8.0% | $3,620-97.9% | $152-50.6% |