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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $261,734 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $181,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,592 | $105,179+47.0% | $64,110+141.1% | $80,187+92.8% |
| Participation rate | 93.7% | 73.5%+20.1pp | 72.3%+21.3pp | 72.9%+20.7pp |
| Annual return | 16.07% | 20.34%-4.3pp | 33.75%-17.7pp | 40.40%-24.3pp |
| Employer contribution / active EE | $5,167 | $3,311+56.1% | $2,751+87.8% | $2,980+73.4% |
| Participant deferral / active EE | $5,680 | $4,020+41.3% | $3,883+46.3% | $5,016+13.2% |
| Admin fee / account holder | $86 | $113-24.2% | $3,071-97.2% | $145-40.8% |