Filed July 29, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $14,205 |
HOZIK & COMPANY P.L.C1 year Filed as: HOZIK& COMPANY, P.L.C Service code 10 · EIN 54-1963607 374 MAPLE AVE E STE 305 · VIENNA, VA 221804718 | Accounting | $11,400 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 9100 KEYSTONE XING STE 700 · INDIANAPOLIS, IN 46240 | Investment Management | $10,000 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $5,649 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Management | $5,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,190 | $51,184+158.3% | $66,439+99.0% | $86,983+52.0% |
| Participation rate | 92.1% | 68.5%+23.6pp | 74.5%+17.6pp | 69.5%+22.6pp |
| Annual return | 11.35% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $5,159 | $2,023+155.0% | $2,637+95.7% | $2,584+99.6% |
| Participant deferral / active EE | $6,697 | $2,927+128.8% | $3,876+72.8% | $4,194+59.7% |
| Admin fee / account holder | $239 | $4,154-94.2% | $6,173-96.1% | $7,856-97.0% |