Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,590 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,354 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $12,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,186 |
THE CARLYLE GROUP1 year Filed as: WOMBLE CARLYLE SANDRIDGE & RICE Service code 27 · EIN 56-0308470 | Advisory (Plan) | $5,205 |
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 | $58,317 | $48,835+19.4% | $170,435-65.8% | $177,276-67.1% |
| Participation rate | 66.9% | 72.1%-5.2pp | 83.6%-16.7pp | 74.8%-8.0pp |
| Annual return | 17.79% | 19.44%-1.6pp | 205.94%-188.1pp | 21.25%-3.5pp |
| Employer contribution / active EE | $921 | $1,798-48.8% | $5,432-83.0% | $2,479-62.8% |
| Participant deferral / active EE | $2,496 | $2,757-9.5% | $4,939-49.5% | $3,881-35.7% |
| Admin fee / account holder | $22 | $52-58.1% | $13,881-99.8% | $154-85.9% |