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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,126 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $22,400 |
QUINNIPIAC UNIVERSITY10+ years Service code 49 · EIN 06-0646701 | Other Services | $19,184 |
MY SECURE ADVANTAGE, INC.5 years Service code 16 · EIN 68-0115281 | Consulting | $15,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,040 | $91,710+66.9% | $67,560+126.5% | $77,762+96.8% |
| Participation rate | 95.2% | 76.0%+19.2pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 13.27% | 14.88%-1.6pp | 3533.50%-3520.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8,098 | $3,911+107.1% | $4,004+102.2% | $4,651+74.1% |
| Admin fee / account holder | $91 | $245-62.9% | $3,994-97.7% | $433-79.0% |