Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $46,013 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,363 |
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 | $45,399 | $81,537-44.3% | $149,721-69.7% | $69,631-34.8% |
| Participation rate | 85.5% | 86.1%-0.6pp | 87.1%-1.6pp | 70.7%+14.8pp |
| Annual return | 19.94% | 22.79%-2.8pp | 1501.67%-1481.7pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,872 | $3,239-42.2% | $5,444-65.6% | $2,032-7.9% |
| Participant deferral / active EE | $2,374 | $4,994-52.5% | $6,568-63.8% | $3,224-26.3% |
| Admin fee / account holder | $114 | $107+6.5% | $11,282-99.0% | $110+3.1% |