Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $80,142 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $36,646 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,242 |
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.
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 | $23,970 | $59,312-59.6% | $149,740-84.0% | $103,657-76.9% |
| Participation rate | 63.1% | 70.3%-7.2pp | 78.8%-15.7pp | 73.4%-10.3pp |
| Annual return | 16.36% | 78.03%-61.7pp | 134.51%-118.1pp | 33.13%-16.8pp |
| Employer contribution / active EE | $841 | $2,187-61.6% | $4,821-82.6% | $3,216-73.9% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $32 | $103-68.6% | $13,222-99.8% | $114-71.7% |