Filed July 22, 2016 (most recent of 13 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $258,745 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $130,997 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,410 | $98,780+35.1% | $60,919+119.0% | $77,906+71.2% |
| Participation rate | 96.2% | 76.7%+19.5pp | 73.1%+23.0pp | 73.7%+22.5pp |
| Annual return | -13.06% | -11.56%-1.5pp | 16.98%-30.0pp | 12.16%-25.2pp |
| Employer contribution / active EE | $5,237 | $3,605+45.3% | $2,704+93.7% | $2,846+84.0% |
| Participant deferral / active EE | $5,486 | $4,200+30.6% | $3,814+43.8% | $4,805+14.2% |
| Admin fee / account holder | $76 | $89-13.9% | $3,226-97.6% | $133-42.5% |