Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $45,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,648 |
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 | $41,348 | $71,802-42.4% | $133,975-69.1% | $57,658-28.3% |
| Participation rate | 85.2% | 85.5%-0.3pp | 87.1%-1.9pp | 70.2%+14.9pp |
| Annual return | 7.86% | 13.51%-5.6pp | 29.29%-21.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,052 | $3,161-35.1% | $5,211-60.6% | $1,974+4.0% |
| Participant deferral / active EE | $2,381 | $4,606-48.3% | $6,282-62.1% | $3,061-22.2% |
| Admin fee / account holder | $115 | $88+30.8% | $9,324-98.8% | $95+21.3% |