Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 26 · EIN 27-6095731 4208 SIX FORKS · RALEIGH, NC 276095731 | Advisory (Participants) | $62,539 |
MARYMOUNT UNIVERSITY6 years Service code 14 · EIN 54-0573801 2807 N GLEBE RD · ARLINGTON, VA 222074224 | Plan Administrator | $49,346 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,551 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $22,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,495 | $79,124+109.2% | $60,874+171.9% | $64,808+155.4% |
| Participation rate | 18.2% | 77.7%-59.5pp | 73.1%-54.9pp | 71.5%-53.3pp |
| Annual return | -11.08% | -7.13%-4.0pp | 16.90%-28.0pp | 32.82%-43.9pp |
| Employer contribution / active EE | $3,324 | $3,050+9.0% | $2,701+23.0% | $2,506+32.6% |
| Participant deferral / active EE | $4,508 | $3,725+21.0% | $3,817+18.1% | $4,310+4.6% |
| Admin fee / account holder | $221 | $106+109.1% | $3,224-93.1% | $188+17.7% |