Filed February 13, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $37,097 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 28 · EIN 39-1706771 | Investment Management | $9,800 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,876 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,141 | $79,151+29.0% | $60,919+67.7% | $64,824+57.6% |
| Participation rate | 90.7% | 77.7%+13.0pp | 73.1%+17.6pp | 71.5%+19.2pp |
| Annual return | -12.22% | -7.12%-5.1pp | 16.96%-29.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $3,187 | $3,052+4.4% | $2,704+17.9% | $2,507+27.1% |
| Participant deferral / active EE | $5,260 | $3,727+41.1% | $3,814+37.9% | $4,311+22.0% |
| Admin fee / account holder | $83 | $106-21.4% | $3,228-97.4% | $188-55.7% |