Filed October 8, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $31,169 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR., SUITE 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $26,390 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,232 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,302 | $69,708+138.6% | $67,560+146.2% | $74,478+123.3% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 11.94% | -40.67%+52.6pp | 3533.50%-3521.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $5,302 | $2,715+95.3% | $2,737+93.7% | $2,626+101.9% |
| Participant deferral / active EE | $6,752 | $3,637+85.6% | $4,004+68.6% | $4,350+55.2% |
| Admin fee / account holder | $174 | $887-80.3% | $3,994-95.6% | $1,946-91.0% |