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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,514 | $155,795-28.4% | $136,294-18.2% | $69,631+60.1% |
| Participation rate | 94.4% | 75.2%+19.1pp | 81.9%+12.4pp | 70.7%+23.7pp |
| Annual return | 21.56% | 232464.33%-232442.8pp | 5155.94%-5134.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,895 | $5,394+46.4% | $6,247+26.4% | $3,224+144.9% |
| Admin fee / account holder | $64 | $128-50.1% | $9,243-99.3% | $110-42.1% |