Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,205 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,767 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,925 | $95,542-35.2% | $69,483-10.9% | $67,582-8.4% |
| Participation rate | 93.5% | 79.4%+14.2pp | 74.6%+18.9pp | 71.3%+22.2pp |
| Annual return | 2.37% | 17.67%-15.3pp | 28.99%-26.6pp | 378.57%-376.2pp |
| Employer contribution / active EE | $5,423 | $2,989+81.5% | $2,780+95.1% | $2,148+152.5% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $46 | $90-49.3% | $3,841-98.8% | $142-68.0% |