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 | $311,809 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,897 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $36,646 |
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 | $67,261 | $59,312+13.4% | $149,740-55.1% | $103,657-35.1% |
| Participation rate | 74.0% | 70.3%+3.7pp | 78.8%-4.8pp | 73.4%+0.6pp |
| Annual return | 17.62% | 78.03%-60.4pp | 134.51%-116.9pp | 33.13%-15.5pp |
| Employer contribution / active EE | $2,045 | $2,187-6.5% | $4,821-57.6% | $3,216-36.4% |
| Participant deferral / active EE | $3,536 | $3,719-4.9% | $5,683-37.8% | $5,218-32.2% |
| Admin fee / account holder | $83 | $103-18.8% | $13,222-99.4% | $114-26.9% |