Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $17,280 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,218 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,572 |
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 | $22,991 | $56,095-59.0% | $178,510-87.1% | $90,274-74.5% |
| Participation rate | 81.1% | 65.6%+15.5pp | 81.9%-0.9pp | 73.4%+7.7pp |
| Annual return | 13.85% | 28.81%-15.0pp | 151.13%-137.3pp | 53.97%-40.1pp |
| Employer contribution / active EE | $1,134 | $1,572-27.9% | $5,011-77.4% | $2,523-55.1% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $9 | $101-91.4% | $13,988-99.9% | $114-92.4% |