Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $180,981 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,568 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $25,383 |
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 | $62,001 | $53,565+15.7% | $172,757-64.1% | $82,204-24.6% |
| Participation rate | 71.0% | 69.6%+1.3pp | 82.6%-11.7pp | 73.4%-2.4pp |
| Annual return | 21.64% | 31.42%-9.8pp | 803.06%-781.4pp | 26.31%-4.7pp |
| Employer contribution / active EE | $974 | $1,857-47.6% | $5,144-81.1% | $2,707-64.0% |
| Participant deferral / active EE | $2,768 | $3,006-7.9% | $5,198-46.7% | $4,246-34.8% |
| Admin fee / account holder | $62 | $61+1.5% | $13,956-99.6% | $76-17.6% |