Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $44,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,846 | $68,413-37.4% | $123,105-65.2% | $55,191-22.4% |
| Participation rate | 78.5% | 84.5%-6.1pp | 86.8%-8.3pp | 69.2%+9.3pp |
| Annual return | 0.60% | 6.30%-5.7pp | 13.22%-12.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,049 | $3,050-32.8% | $5,151-60.2% | $1,899+7.9% |
| Participant deferral / active EE | $2,189 | $4,490-51.3% | $6,229-64.9% | $3,046-28.2% |
| Admin fee / account holder | $115 | $88+30.7% | $9,014-98.7% | $91+26.4% |