Filed November 29, 2005 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS - LLC Service code 27 · EIN 27-6095734 | Advisory (Plan) | $21,750 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,688 |
TIAA2 years Filed as: TIAA - TEACHEDRS INSURANCE AND ANNU Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,915 | $113,568-87.7% | $67,560-79.4% | $200,096-93.0% |
| Participation rate | 93.4% | 73.3%+20.0pp | 72.9%+20.4pp | 72.0%+21.3pp |
| Annual return | 19.31% | 15.88%+3.4pp | 3533.50%-3514.2pp | 34.26%-14.9pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,258 | $4,163-21.7% | $4,004-18.6% | $5,090-36.0% |
| Admin fee / account holder | $11 | $102-89.0% | $3,994-99.7% | $269-95.8% |