Filed July 22, 2016 (most recent of 13 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $51,845 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,313 |
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 | $101,957 | $87,173+17.0% | $59,899+70.2% | $75,289+35.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 74.7%+17.0pp | 72.4%+19.3pp |
| Annual return | -3.16% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $4,138 | $3,473+19.1% | $2,723+52.0% | $2,405+72.1% |
| Participant deferral / active EE | $4,001 | $3,379+18.4% | $3,403+17.6% | $3,739+7.0% |
| Admin fee / account holder | $11 | $75-85.5% | $3,592-99.7% | $102-89.4% |