Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,365 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $6,046 |
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 | $61,016 | $70,083-12.9% | $59,899+1.9% | $55,725+9.5% |
| Participation rate | 96.6% | 78.4%+18.3pp | 74.7%+21.9pp | 70.9%+25.8pp |
| Annual return | 10.15% | 3.13%+7.0pp | 3.46%+6.7pp | 244.93%-234.8pp |
| Employer contribution / active EE | $5,238 | $2,878+82.0% | $2,723+92.4% | $2,078+152.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $36 | $70-48.2% | $3,592-99.0% | $115-68.4% |