Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $48,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,142 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,731 |
THE CARLYLE GROUP1+ years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE LLP Service code 14 · EIN 56-0308470 | Plan Administrator | $9,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,486 | $63,964-24.2% | $147,618-67.2% | $67,505-28.2% |
| Participation rate | 59.1% | 68.6%-9.5pp | 84.6%-25.5pp | 71.2%-12.1pp |
| Annual return | 3.57% | 9.05%-5.5pp | 61.98%-58.4pp | 6.52%-3.0pp |
| Employer contribution / active EE | $1,396 | $1,618-13.8% | $5,564-74.9% | $2,173-35.8% |
| Participant deferral / active EE | $1,950 | $2,589-24.7% | $4,895-60.2% | $3,597-45.8% |
| Admin fee / account holder | $25 | $43-41.8% | $11,612-99.8% | $56-55.6% |