Filed May 30, 2014 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Advisory (Plan) | $59,855 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $57,525 |
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 | $151,111 | $60,504+149.8% | $81,882+84.5% | $74,478+102.9% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.4%+26.6pp | 67.2%+31.8pp |
| Annual return | 12.83% | 16.91%-4.1pp | 779.47%-766.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $7,163 | $2,627+172.7% | $2,916+145.6% | $2,626+172.8% |
| Participant deferral / active EE | $8,010 | $3,400+135.6% | $4,323+85.3% | $4,350+84.1% |
| Admin fee / account holder | $254 | $1,492-83.0% | $7,360-96.6% | $1,946-87.0% |