Filed May 18, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $106,758 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,800 |
MY SECURE ADVANTAGE, INC.3 years Service code 29 · EIN 68-0115281 | Legal | $15,246 |
QUINNIPIAC UNIVERSITY8+ years Service code 10 · EIN 06-0646701 | Accounting | $15,071 |
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 | $119,415 | $98,780+20.9% | $60,919+96.0% | $77,906+53.3% |
| Participation rate | 94.6% | 76.7%+17.9pp | 73.1%+21.5pp | 73.7%+20.9pp |
| Annual return | -11.75% | -11.56%-0.2pp | 16.98%-28.7pp | 12.16%-23.9pp |
| Employer contribution / active EE | $7,084 | $3,605+96.5% | $2,704+162.0% | $2,846+148.9% |
| Participant deferral / active EE | $1,103 | $4,200-73.7% | $3,814-71.1% | $4,805-77.0% |
| Admin fee / account holder | $74 | $89-15.9% | $3,226-97.7% | $133-43.8% |