Filed April 3, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Investment Management | $54,084 |
TIAA7 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50,807 |
FORVIS, LLP1 year Service code 16 · EIN 44-0160260 1155 AVE AMERICAS STE 1200 · NEW YORK, NY 100362703 | Consulting | $42,346 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $19,180 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,246 | $91,710+157.6% | $67,560+249.7% | $77,762+203.8% |
| Participation rate | 99.5% | 76.0%+23.5pp | 72.9%+26.6pp | 70.6%+28.9pp |
| Annual return | 12.29% | 14.88%-2.6pp | 3533.50%-3521.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $6,399 | $3,187+100.8% | $2,737+133.8% | $2,728+134.5% |
| Participant deferral / active EE | $8,186 | $3,911+109.3% | $4,004+104.4% | $4,651+76.0% |
| Admin fee / account holder | $282 | $245+14.9% | $3,994-93.0% | $433-35.0% |