Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $48,307 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $16,860 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,062 |
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 | $126,694 | $66,650+90.1% | $92,916+36.4% | $67,584+87.5% |
| Participation rate | 94.5% | 72.5%+22.0pp | 76.0%+18.5pp | 71.3%+23.2pp |
| Annual return | 20.58% | 92.64%-72.1pp | 109.45%-88.9pp | 378.59%-358.0pp |
| Employer contribution / active EE | $11,226 | $2,777+304.3% | $3,654+207.3% | $2,148+422.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $71 | $199-64.1% | $5,796-98.8% | $142-49.8% |