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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $164,662 |
CAPFINANCIAL PARTNERS LLC8 years Service code 28 · EIN 26-0058143 | Investment Management | $99,345 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $33,600 |
THE LAMPO GROUP, INC.8 years Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $18,932 |
Service code 50 · EIN 04-2647786 | Direct Payment | $168 |
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 | $144,547 | $83,884+72.3% | $64,110+125.5% | $74,478+94.1% |
| Participation rate | 96.8% | 76.6%+20.2pp | 72.3%+24.5pp | 70.7%+26.1pp |
| Annual return | 14.67% | 16.57%-1.9pp | 33.75%-19.1pp | 34.37%-19.7pp |
| Employer contribution / active EE | $4,658 | $3,084+51.1% | $2,751+69.3% | $2,637+76.7% |
| Participant deferral / active EE | $6,336 | $3,692+71.6% | $3,883+63.2% | $4,530+39.9% |
| Admin fee / account holder | $108 | $196-45.1% | $3,071-96.5% | $347-69.0% |