Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $11,711 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,052 |
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 | $62,441 | $74,552-16.2% | $63,018-0.9% | $69,631-10.3% |
| Participation rate | 92.9% | 78.3%+14.6pp | 74.8%+18.1pp | 70.7%+22.2pp |
| Annual return | 12.40% | 15.77%-3.4pp | 87.62%-75.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,363 | $2,974+80.3% | $3,330+61.1% | $3,224+66.4% |
| Admin fee / account holder | $28 | $59-52.5% | $3,601-99.2% | $110-74.4% |