Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,076 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,222 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,263 | $95,445+25.0% | $60,899+95.8% | $78,044+52.8% |
| Participation rate | 51.3% | 72.5%-21.2pp | 73.1%-21.8pp | 74.4%-23.1pp |
| Annual return | -12.22% | -12.21%0pp | 16.92%-29.1pp | 10.87%-23.1pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,702-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,956 | $4,558+8.7% | $3,817+29.8% | $5,084-2.5% |
| Admin fee / account holder | $2 | $46-95.6% | $3,225-99.9% | $79-97.5% |