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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $4,743 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,744 | $44,873+126.7% | $79,467+28.0% | $56,289+80.8% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | -2.23% | 0.81%-3.0pp | 718.30%-720.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $10,674 | $2,140+398.8% | $2,800+281.2% | $2,111+405.6% |
| Participant deferral / active EE | $4,622 | $2,746+68.3% | $3,704+24.8% | $3,350+38.0% |
| Admin fee / account holder | $11 | $418-97.4% | $5,104-99.8% | $521-97.9% |