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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 20-4668732 | Consulting | $3,838 |
Filed as: GELMAN, ROSENBURG & FREEDMAN Service code 10 · EIN 52-1392008 | Accounting | $851 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $748 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $124,187-100.0% | $108,410-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 4.59% | 1379.80%-1375.2pp | 905.34%-900.8pp | 478.62%-474.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,310-100.0% |