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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 | Plan Administrator | $93,327 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $63,000 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,813 | $91,710+105.9% | $67,560+179.5% | $77,762+142.8% |
| Participation rate | 99.0% | 76.0%+22.9pp | 72.9%+26.0pp | 70.6%+28.4pp |
| Annual return | 10.93% | 14.88%-3.9pp | 3533.50%-3522.6pp | 31.27%-20.3pp |
| Employer contribution / active EE | $8,409 | $3,187+163.8% | $2,737+207.3% | $2,728+208.2% |
| Participant deferral / active EE | $5,980 | $3,911+52.9% | $4,004+49.3% | $4,651+28.6% |
| Admin fee / account holder | $92 | $245-62.2% | $3,994-97.7% | $433-78.6% |