Filed January 25, 2006
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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $31,250 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,889 |
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 | $144,956 | $84,948+70.6% | $70,492+105.6% | $73,415+97.4% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 12.04% | 13.39%-1.3pp | 109.16%-97.1pp | 59.30%-47.3pp |
| Employer contribution / active EE | $4,568 | $2,834+61.2% | $2,738+66.8% | $2,234+104.5% |
| Participant deferral / active EE | $5,591 | $3,387+65.1% | $3,711+50.7% | $3,806+46.9% |
| Admin fee / account holder | $17 | $98-82.7% | $3,848-99.6% | $158-89.3% |