Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $129,801 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,200 |
QUINNIPIAC UNIVERSITY7+ years Service code 10 · EIN 06-0646701 | Accounting | $16,853 |
MY SECURE ADVANTAGE, INC.2 years Service code 29 · EIN 68-0115281 | Legal | $15,675 |
CAMMACK LARHETTE ADVISORS7+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $8,400 |
Participant contribution per participant 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 | $140,292 | $120,057+16.9% | $75,728+85.3% | $93,010+50.8% |
| Participation rate | 95.4% | 77.3%+18.1pp | 74.8%+20.6pp | 73.9%+21.5pp |
| Annual return | 12.85% | 19.62%-6.8pp | 104.66%-91.8pp | 158.70%-145.9pp |
| Employer contribution / active EE | $6,869 | $3,253+111.1% | $2,743+150.4% | $2,705+153.9% |
| Participant deferral / active EE | $1,114 | $4,089-72.8% | $3,820-70.8% | $4,561-75.6% |
| Admin fee / account holder | $87 | $81+7.4% | $3,620-97.6% | $152-42.3% |