Filed June 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 27-6756071 | Advisory (Plan) | $72,877 |
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $63,908 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $16,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,010 | $79,124+70.6% | $60,899+121.7% | $64,814+108.3% |
| Participation rate | 85.9% | 77.7%+8.2pp | 73.1%+12.8pp | 71.5%+14.5pp |
| Annual return | -11.58% | -7.13%-4.5pp | 16.92%-28.5pp | 32.84%-44.4pp |
| Employer contribution / active EE | $4,236 | $3,050+38.9% | $2,702+56.7% | $2,507+69.0% |
| Participant deferral / active EE | $5,137 | $3,725+37.9% | $3,817+34.6% | $4,310+19.2% |
| Admin fee / account holder | $97 | $106-8.5% | $3,225-97.0% | $188-48.5% |