Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $345,602 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $94,299 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,096 | $120,057+34.2% | $75,728+112.7% | $93,010+73.2% |
| Participation rate | 92.4% | 77.3%+15.1pp | 74.8%+17.6pp | 73.9%+18.5pp |
| Annual return | 13.22% | 19.62%-6.4pp | 104.66%-91.4pp | 158.70%-145.5pp |
| Employer contribution / active EE | $4,848 | $3,253+49.0% | $2,743+76.7% | $2,705+79.2% |
| Participant deferral / active EE | $5,019 | $4,089+22.7% | $3,820+31.4% | $4,561+10.0% |
| Admin fee / account holder | $90 | $81+10.6% | $3,620-97.5% | $152-40.6% |