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 | $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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,040 | $91,692+66.9% | $67,561+126.5% | $77,714+96.9% |
| Participation rate | 95.2% | 76.0%+19.2pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 13.27% | 14.88%-1.6pp | 3525.44%-3512.2pp | 31.26%-18.0pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $8,098 | $3,912+107.0% | $4,003+102.3% | $4,649+74.2% |
| Admin fee / account holder | $91 | $245-62.8% | $4,006-97.7% | $433-79.0% |