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.
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 64 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Recordkeeping Fees | $87,000 |
Service code 60 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Sub-TA Fees | $49,600 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,015 | $98,780-17.0% | $60,919+34.6% | $77,906+5.3% |
| Participation rate | 92.2% | 76.7%+15.5pp | 73.1%+19.1pp | 73.7%+18.5pp |
| Annual return | -13.45% | -11.56%-1.9pp | 16.98%-30.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $6,282 | $3,605+74.3% | $2,704+132.3% | $2,846+120.7% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $35 | $89-61.0% | $3,226-98.9% | $133-73.9% |