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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,636 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON, LLP Service code 15 · EIN 36-6055558 | Recordkeeping | $30,634 |
MARIST COLLEGE1 year Service code 14 · EIN 14-1442493 | Plan Administrator | $12,500 |
TIAA5 years Service code 15 · EIN 26-0058143 | Recordkeeping | $2,528 |
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 | $148,767 | $79,151+88.0% | $60,919+144.2% | $64,829+129.5% |
| Participation rate | 90.9% | 77.7%+13.2pp | 73.1%+17.8pp | 71.5%+19.4pp |
| Annual return | -10.60% | -7.12%-3.5pp | 16.98%-27.6pp | 32.85%-43.4pp |
| Employer contribution / active EE | $6,672 | $3,052+118.6% | $2,704+146.8% | $2,507+166.1% |
| Participant deferral / active EE | $5,769 | $3,727+54.8% | $3,814+51.2% | $4,312+33.8% |
| Admin fee / account holder | $69 | $106-35.0% | $3,226-97.9% | $188-63.4% |