Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $383,687 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $250,479 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,941 | $113,568+45.2% | $67,560+144.1% | $200,096-17.6% |
| Participation rate | 94.1% | 73.3%+20.7pp | 72.9%+21.1pp | 72.0%+22.0pp |
| Annual return | 12.93% | 15.88%-3.0pp | 3533.50%-3520.6pp | 34.26%-21.3pp |
| Employer contribution / active EE | $5,313 | $3,409+55.8% | $2,737+94.1% | $3,038+74.9% |
| Participant deferral / active EE | $5,857 | $4,163+40.7% | $4,004+46.3% | $5,090+15.1% |
| Admin fee / account holder | $118 | $102+14.9% | $3,994-97.1% | $269-56.3% |