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 | $69,730 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $60,861 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,043 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,246 | $111,491-45.1% | $189,537-67.7% | $86,821-29.5% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.8%-0.2pp | 72.3%+15.3pp |
| Annual return | 13.87% | 83.50%-69.6pp | 555.34%-541.5pp | 97.94%-84.1pp |
| Employer contribution / active EE | $2,558 | $3,951-35.3% | $6,161-58.5% | $2,406+6.3% |
| Participant deferral / active EE | $3,489 | $6,437-45.8% | $8,220-57.6% | $4,132-15.6% |
| Admin fee / account holder | $230 | $189+22.0% | $12,048-98.1% | $170+35.8% |