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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $317,126 |
CAPFINANCIAL PARTNERS LLC6 years Service code 28 · EIN 26-0058143 | Investment Management | $93,094 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $26,730 |
THE LAMPO GROUP, INC.6 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $18,020 |
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 | $150,276 | $120,057+25.2% | $75,728+98.4% | $93,010+61.6% |
| Participation rate | 93.1% | 77.3%+15.8pp | 74.8%+18.3pp | 73.9%+19.2pp |
| Annual return | 13.52% | 19.62%-6.1pp | 104.66%-91.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $1,887 | $3,253-42.0% | $2,743-31.2% | $2,705-30.2% |
| Participant deferral / active EE | $5,547 | $4,089+35.7% | $3,820+45.2% | $4,561+21.6% |
| Admin fee / account holder | $151 | $81+85.0% | $3,620-95.8% | $152-0.7% |