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 | $17,516 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $3,728 |
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 | $64,580 | $95,542-32.4% | $69,483-7.1% | $67,582-4.4% |
| Participation rate | 92.7% | 79.4%+13.4pp | 74.6%+18.1pp | 71.3%+21.4pp |
| Annual return | 2.44% | 17.67%-15.2pp | 28.99%-26.5pp | 378.57%-376.1pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,877 | $3,263+80.1% | $3,537+66.2% | $3,539+66.0% |
| Admin fee / account holder | $37 | $90-58.4% | $3,841-99.0% | $142-73.8% |