Filed June 1, 2014
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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 , RALEIGH, NC 2767560 · RALEIGH, NC 276756071 | Advisory (Plan) | $16,500 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $6,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,512 | $95,542-25.2% | $69,464+2.9% | $67,579+5.8% |
| Participation rate | 97.2% | 79.4%+17.9pp | 74.6%+22.6pp | 71.3%+26.0pp |
| Annual return | 16.04% | 17.67%-1.6pp | 28.98%-12.9pp | 378.56%-362.5pp |
| Employer contribution / active EE | $1,351 | $2,989-54.8% | $2,779-51.4% | $2,148-37.1% |
| Participant deferral / active EE | $2,498 | $3,263-23.4% | $3,536-29.4% | $3,539-29.4% |
| Admin fee / account holder | $66 | $90-26.6% | $3,840-98.3% | $142-53.7% |