Filed April 30, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 4208 SIX FORKS RD #1700 · RALEIGH, NC 27609 | Advisory (Plan) | $894,417 |
BUCK GLOBAL, LLC7 years Service code 11 · EIN 13-3954297 | Actuarial | $295,963 |
HANCOCK WHITNEY BANK7 years Service code 19 · EIN 64-0169065 | Securities Custodian | $116,842 |
ERNST & YOUNG LLP8 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $99,658 |
CARR, RIGGS & INGRAM, LLC6 years Service code 10 · EIN 72-1396621 | Accounting | $59,700 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.53% | 5.48%+0.1pp | 9.84%-4.3pp | 9.30%-3.8pp |
| Employer contribution / active EE | $5,116 | $9,127-43.9% | $30,320-83.1% | $12,557-59.3% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |