Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095716 | Advisory (Participants) | $26,298 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $3,124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,592 | $95,542+2.1% | $69,455+40.5% | $67,579+44.4% |
| Participation rate | 94.8% | 79.4%+15.5pp | 74.6%+20.2pp | 71.3%+23.5pp |
| Annual return | 16.27% | 17.67%-1.4pp | 28.97%-12.7pp | 378.56%-362.3pp |
| Employer contribution / active EE | $4,619 | $2,989+54.5% | $2,779+66.2% | $2,148+115.1% |
| Participant deferral / active EE | $4,649 | $3,263+42.5% | $3,535+31.5% | $3,539+31.4% |
| Admin fee / account holder | $54 | $90-39.9% | $3,839-98.6% | $142-62.1% |