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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $255,012 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $36,579 |
THE LAMPO GROUP, INC.5 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $22,260 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
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 | $139,239 | $105,581+31.9% | $70,492+97.5% | $90,274+54.2% |
| Participation rate | 96.9% | 77.5%+19.4pp | 75.1%+21.8pp | 73.4%+23.6pp |
| Annual return | 13.29% | 14.78%-1.5pp | 109.16%-95.9pp | 53.97%-40.7pp |
| Employer contribution / active EE | $5,230 | $3,304+58.3% | $2,738+91.0% | $2,523+107.3% |
| Participant deferral / active EE | $6,448 | $3,813+69.1% | $3,711+73.8% | $4,231+52.4% |
| Admin fee / account holder | $108 | $68+60.5% | $3,848-97.2% | $114-5.0% |