Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $267,923 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $149,910 |
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 | $150,252 | $105,581+42.3% | $70,492+113.1% | $90,274+66.4% |
| Participation rate | 92.6% | 77.5%+15.1pp | 75.1%+17.6pp | 73.4%+19.3pp |
| Annual return | 14.26% | 14.78%-0.5pp | 109.16%-94.9pp | 53.97%-39.7pp |
| Employer contribution / active EE | $4,732 | $3,304+43.2% | $2,738+72.8% | $2,523+87.5% |
| Participant deferral / active EE | $4,685 | $3,813+22.9% | $3,711+26.3% | $4,231+10.7% |
| Admin fee / account holder | $89 | $68+31.1% | $3,848-97.7% | $114-22.4% |