Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVOSIRS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,907 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,250 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $10,425 |
Service code 37 · EIN 04-2467786 | Loan Processing | -$116,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,513 | $37,213+43.8% | $156,551-65.8% | $63,975-16.4% |
| Participation rate | 65.3% | 65.0%+0.4pp | 84.0%-18.7pp | 71.1%-5.8pp |
| Annual return | 7.18% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $941 | $1,357-30.6% | $5,501-82.9% | $2,182-56.9% |
| Participant deferral / active EE | $2,359 | $2,070+14.0% | $4,871-51.6% | $3,356-29.7% |
| Admin fee / account holder | $38 | $56-32.3% | $13,028-99.7% | $70-45.9% |