Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $94,177 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $40,731 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,607 | $68,110-62.4% | $155,556-83.5% | $99,313-74.2% |
| Participation rate | 63.0% | 67.8%-4.8pp | 78.2%-15.3pp | 71.7%-8.7pp |
| Annual return | 12.02% | 16.16%-4.1pp | 64.84%-52.8pp | 17.67%-5.6pp |
| Employer contribution / active EE | $1,062 | $2,291-53.6% | $4,675-77.3% | $3,264-67.5% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $35 | $94-62.2% | $15,885-99.8% | $109-67.5% |