Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $96,420 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $754 |
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 | $109,868 | $85,199+29.0% | $57,196+92.1% | $63,975+71.7% |
| Participation rate | 96.3% | 74.0%+22.2pp | 75.3%+20.9pp | 71.1%+25.1pp |
| Annual return | 8.27% | 10.43%-2.2pp | 14.59%-6.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $5,026 | $3,446+45.9% | $2,683+87.3% | $2,182+130.4% |
| Participant deferral / active EE | $3,736 | $3,109+20.2% | $3,096+20.6% | $3,356+11.3% |
| Admin fee / account holder | $26 | $39-31.7% | $3,141-99.2% | $70-62.5% |