Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $165,514 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $850 |
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 | $128,945 | $204,517-37.0% | $69,480+85.6% | $77,775+65.8% |
| Participation rate | 90.9% | 74.6%+16.3pp | 74.6%+16.3pp | 73.2%+17.7pp |
| Annual return | 18.82% | 22.10%-3.3pp | 28.99%-10.2pp | 32.58%-13.8pp |
| Employer contribution / active EE | $4,157 | $3,548+17.2% | $2,780+49.5% | $2,504+66.0% |
| Participant deferral / active EE | $4,029 | $3,478+15.8% | $3,537+13.9% | $3,966+1.6% |
| Admin fee / account holder | $35 | $101-65.6% | $3,840-99.1% | $100-65.5% |