Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $100,982 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,952 |
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 | $110,245 | $92,091+19.7% | $63,018+74.9% | $77,958+41.4% |
| Participation rate | 89.3% | 74.5%+14.8pp | 74.8%+14.5pp | 71.6%+17.6pp |
| Annual return | 15.69% | 16.23%-0.5pp | 87.63%-71.9pp | 20.87%-5.2pp |
| Employer contribution / active EE | $4,061 | $3,424+18.6% | $2,761+47.1% | $2,310+75.8% |
| Participant deferral / active EE | $3,528 | $3,361+5.0% | $3,330+5.9% | $3,537-0.2% |
| Admin fee / account holder | $25 | $48-46.9% | $3,601-99.3% | $97-73.8% |