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 | $83,611 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,800 |
MY SECURE ADVANTAGE, INC.2 years Service code 29 · EIN 68-0115281 | Legal | $15,675 |
QUINNIPIAC UNIVERSITY7+ years Service code 10 · EIN 06-0646701 | Accounting | $12,735 |
CAMMACK LARHETTE ADVISORS7+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $5,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,747 | $120,057+12.2% | $75,728+77.9% | $93,010+44.9% |
| Participation rate | 95.3% | 77.3%+18.0pp | 74.8%+20.5pp | 73.9%+21.4pp |
| Annual return | 12.79% | 19.62%-6.8pp | 104.66%-91.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,474 | $4,089+82.8% | $3,820+95.6% | $4,561+63.9% |
| Admin fee / account holder | $84 | $81+3.4% | $3,620-97.7% | $152-44.5% |