Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,881 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Management | $33,600 |
QUINNIPIAC UNIVERSITY10+ years Service code 49 · EIN 06-0646701 275 MOUNT CARMEL AVE , · HAMDEN, CT 065181908 | Other Services | $22,692 |
MY SECURE ADVANTAGE, INC.5 years Service code 16 · EIN 68-0115281 3001 LAVA RIDGE CT STE 250 · ROSEVILLE, CA 956612838 | Consulting | $15,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,208 | $113,568+28.7% | $67,561+116.4% | $199,921-26.9% |
| Participation rate | 96.4% | 73.3%+23.1pp | 72.9%+23.5pp | 72.0%+24.4pp |
| Annual return | 11.36% | 15.88%-4.5pp | 3525.44%-3514.1pp | 34.28%-22.9pp |
| Employer contribution / active EE | $7,564 | $3,409+121.9% | $2,735+176.6% | $3,035+149.2% |
| Participant deferral / active EE | $1,272 | $4,163-69.4% | $4,003-68.2% | $5,089-75.0% |
| Admin fee / account holder | $84 | $102-18.0% | $4,006-97.9% | $269-68.8% |