Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,790 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,900 |
MY SECURE ADVANTAGE, INC.4 years Service code 29 · EIN 68-0115281 | Legal | $15,487 |
QUINNIPIAC UNIVERSITY9+ years Service code 10 · EIN 06-0646701 | Accounting | $15,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,660 | $105,179+25.2% | $64,101+105.4% | $80,157+64.3% |
| Participation rate | 96.0% | 73.5%+22.5pp | 72.3%+23.7pp | 72.9%+23.1pp |
| Annual return | 14.25% | 20.34%-6.1pp | 33.72%-19.5pp | 40.39%-26.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,749-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $7,808 | $4,020+94.2% | $3,881+101.2% | $5,015+55.7% |
| Admin fee / account holder | $82 | $113-28.0% | $3,070-97.3% | $145-43.7% |