Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $14,462 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,064 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,542 |
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 | $21,136 | $44,989-53.0% | $170,435-87.6% | $77,958-72.9% |
| Participation rate | 70.3% | 64.6%+5.7pp | 83.6%-13.3pp | 71.6%-1.3pp |
| Annual return | 17.73% | 19.61%-1.9pp | 205.94%-188.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $458 | $1,466-68.7% | $5,432-91.6% | $2,310-80.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $3 | $69-95.9% | $13,881-100.0% | $97-97.1% |