Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANICAL ADVISORS Service code 14 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Plan Administrator | $32,454 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,465 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$58,563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $19,467 | $37,213-47.7% | $156,551-87.6% | $63,975-69.6% |
| Participation rate | 96.5% | 65.0%+31.5pp | 84.0%+12.4pp | 71.1%+25.3pp |
| Annual return | 8.05% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,203 | $1,357-11.4% | $5,501-78.1% | $2,182-44.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $56-95.6% | $13,028-100.0% | $70-96.5% |