Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,480 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $35,369 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,559 |
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 | $38,735 | $80,005-51.6% | $140,019-72.3% | $55,725-30.5% |
| Participation rate | 86.9% | 87.0%-0.1pp | 87.5%-0.6pp | 70.9%+16.1pp |
| Annual return | -3.98% | 0.46%-4.4pp | 651.17%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,890 | $3,403-44.5% | $5,605-66.3% | $2,078-9.1% |
| Participant deferral / active EE | $2,581 | $5,264-51.0% | $6,927-62.7% | $3,356-23.1% |
| Admin fee / account holder | $215 | $116+85.6% | $10,705-98.0% | $115+86.3% |