Filed January 29, 2016 (most recent of 8 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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 | Plan Administrator | $78,558 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $31,500 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 | Accounting | $13,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,530 | $83,884+116.4% | $64,110+183.2% | $74,478+143.7% |
| Participation rate | 98.1% | 76.6%+21.5pp | 72.3%+25.8pp | 70.7%+27.4pp |
| Annual return | 13.91% | 16.57%-2.7pp | 33.75%-19.8pp | 34.37%-20.5pp |
| Employer contribution / active EE | $8,178 | $3,084+165.2% | $2,751+197.3% | $2,637+210.1% |
| Participant deferral / active EE | $5,715 | $3,692+54.8% | $3,883+47.2% | $4,530+26.2% |
| Admin fee / account holder | $86 | $196-56.3% | $3,071-97.2% | $347-75.3% |