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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $33,750 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $9,312 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Direct payment from the plan; Account... | $643 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,740 | $65,322+69.5% | $70,476+57.1% | $73,493+50.7% |
| Participation rate | 90.4% | 77.0%+13.4pp | 75.1%+15.3pp | 70.7%+19.7pp |
| Annual return | 13.16% | 15.71%-2.6pp | 109.12%-96.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,034 | $2,460-17.3% | $2,738-25.7% | $2,270-10.4% |
| Participant deferral / active EE | $4,458 | $3,375+32.1% | $3,710+20.2% | $3,740+19.2% |
| Admin fee / account holder | $86 | $214-60.0% | $3,847-97.8% | $513-83.3% |