Filed March 17, 2017 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $205,436 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $68,959 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $24,000 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $21,880 |
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 | $102,571 | $87,173+17.7% | $59,899+71.2% | $75,289+36.2% |
| Participation rate | 96.9% | 74.5%+22.4pp | 74.7%+22.2pp | 72.4%+24.5pp |
| Annual return | -2.25% | -2.14%-0.1pp | 3.46%-5.7pp | -0.04%-2.2pp |
| Employer contribution / active EE | $5,210 | $3,473+50.0% | $2,723+91.3% | $2,405+116.6% |
| Participant deferral / active EE | $4,034 | $3,379+19.4% | $3,403+18.6% | $3,739+7.9% |
| Admin fee / account holder | $98 | $75+30.9% | $3,592-97.3% | $102-4.3% |