Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27069 | Advisory (Plan) | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,093 | $74,552-38.2% | $63,018-26.9% | $69,631-33.8% |
| Participation rate | 94.2% | 78.3%+15.9pp | 74.8%+19.4pp | 70.7%+23.5pp |
| Annual return | 13.77% | 15.77%-2.0pp | 87.62%-73.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,561 | $2,929-46.7% | $2,761-43.5% | $2,032-23.2% |
| Participant deferral / active EE | $2,306 | $2,974-22.5% | $3,330-30.7% | $3,224-28.5% |
| Admin fee / account holder | $47 | $59-21.1% | $3,601-98.7% | $110-57.6% |