Filed March 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $8,792 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,471 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,018 | $84,499-87.0% | $125,391-91.2% | $66,949-83.5% |
| Participation rate | 65.7% | 76.4%-10.7pp | 82.4%-16.6pp | 69.8%-4.1pp |
| Annual return | -15.83% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $12 | $3,554-99.7% | $4,816-99.8% | $2,545-99.5% |
| Participant deferral / active EE | $3,797 | $6,785-44.0% | $7,448-49.0% | $4,239-10.4% |
| Admin fee / account holder | $107 | $685-84.3% | $10,009-98.9% | $594-81.9% |