Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOS 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $41,509 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,171 | $51,226+117.0% | $82,744+34.4% | $66,938+66.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.33% | -9.61%-4.7pp | 702.22%-716.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $8,976 | $2,612+243.6% | $3,008+198.4% | $2,545+252.7% |
| Participant deferral / active EE | $6,351 | $3,460+83.6% | $4,395+44.5% | $4,238+49.9% |
| Admin fee / account holder | $305 | $416-26.6% | $5,325-94.3% | $594-48.6% |