Filed December 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $316,718 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 102 WEST WHITING STREET, SUITE 400 · TAMPA, FL 33602 | Advisory (Plan) | $52,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,925 | $26,810+7.9% | $76,518-62.2% | $73,367-60.6% |
| Participation rate | 13.6% | 34.6%-21.1pp | 68.0%-54.4pp | 69.5%-55.9pp |
| Annual return | -5.08% | 17.04%-22.1pp | -0.27%-4.8pp | 173.45%-178.5pp |
| Employer contribution / active EE | $62 | $503-87.8% | $2,647-97.7% | $2,499-97.5% |
| Participant deferral / active EE | $460 | $1,312-64.9% | $3,836-88.0% | $4,033-88.6% |
| Admin fee / account holder | $90 | $71+27.4% | $4,849-98.1% | $68+31.8% |