Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,317 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,533 |
MY SECURE ADVANTAGE, INC.3 years Service code 29 · EIN 68-0115281 | Legal | $15,242 |
QUINNIPIAC UNIVERSITY8+ years Service code 10 · EIN 06-0646701 | Accounting | $13,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,320 | $98,780+19.8% | $60,919+94.2% | $77,906+51.9% |
| Participation rate | 94.1% | 76.7%+17.4pp | 73.1%+21.0pp | 73.7%+20.4pp |
| Annual return | -9.85% | -11.56%+1.7pp | 16.98%-26.8pp | 12.16%-22.0pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,526 | $4,200+79.2% | $3,814+97.3% | $4,805+56.6% |
| Admin fee / account holder | $76 | $89-13.8% | $3,226-97.6% | $133-42.4% |