Filed March 25, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $77,252 |
FARBER HASS HURLEY LLP1+ years Service code 10 · EIN 20-4207759 | Accounting | $32,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,172 |
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 | $62,360 | $37,039+68.4% | $147,618-57.8% | $59,188+5.4% |
| Participation rate | 95.6% | 63.8%+31.9pp | 84.6%+11.0pp | 69.4%+26.2pp |
| Annual return | -0.16% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,865 | $1,353+37.8% | $5,564-66.5% | $2,098-11.1% |
| Participant deferral / active EE | $4,839 | $2,094+131.1% | $4,895-1.1% | $3,265+48.2% |
| Admin fee / account holder | $7 | $60-88.9% | $11,612-99.9% | $92-92.7% |