Filed December 11, 2006 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27609 | Advisory (Plan) | $9,205 |
TIAA9 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $8,423 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,939 | $67,594+76.0% | $77,361+53.7% | $69,733+70.6% |
| Participation rate | 96.6% | 71.7%+24.9pp | 75.0%+21.7pp | 62.5%+34.2pp |
| Annual return | 10.65% | 19.20%-8.6pp | 1011.54%-1000.9pp | 15.22%-4.6pp |
| Employer contribution / active EE | $4,644 | $2,649+75.3% | $2,990+55.3% | $2,250+106.4% |
| Participant deferral / active EE | $5,427 | $3,401+59.5% | $3,911+38.8% | $3,054+77.7% |
| Admin fee / account holder | $56 | $1,159-95.2% | $5,894-99.0% | $3,102-98.2% |