Filed July 6, 2007
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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $56,250 |
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $27,880 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 PO BOX 182572 · COLUMBUS, OH 432182572 | Account maintenance fees; Participant... | $880 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,237 | $91,695+12.6% | $67,575+52.8% | $77,736+32.8% |
| Participation rate | 88.0% | 76.0%+12.0pp | 72.9%+15.1pp | 70.6%+17.5pp |
| Annual return | 11.34% | 14.88%-3.5pp | 3528.98%-3517.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $3,125 | $3,189-2.0% | $2,736+14.2% | $2,728+14.6% |
| Participant deferral / active EE | $4,757 | $3,912+21.6% | $4,003+18.8% | $4,651+2.3% |
| Admin fee / account holder | $149 | $245-39.1% | $3,993-96.3% | $433-65.6% |