Filed July 28, 2017 (most recent of 2 filings on file)
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 PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $60,280 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,252 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $15,742 |
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 | $108,956 | $60,545+80.0% | $92,240+18.1% | $69,634+56.5% |
| Participation rate | 98.4% | 72.2%+26.3pp | 76.5%+22.0pp | 70.7%+27.8pp |
| Annual return | 18.22% | 19.71%-1.5pp | 176.29%-158.1pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $2,418 | $2,633-8.2% | $3,680-34.3% | $2,032+19.0% |
| Participant deferral / active EE | $7,084 | $2,828+150.5% | $3,897+81.8% | $3,224+119.7% |
| Admin fee / account holder | $111 | $145-23.1% | $5,194-97.9% | $110+0.8% |