Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,349 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Investment Mgmt Fees | $7,942 |
AXA EQUITABLE LIFE INSURANCE CO10+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $90 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,914 | $69,774+71.9% | $67,575+77.5% | $74,459+61.0% |
| Participation rate | 88.4% | 71.4%+17.0pp | 72.9%+15.5pp | 67.2%+21.2pp |
| Annual return | 12.30% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $4,908 | $2,710+81.1% | $2,736+79.4% | $2,626+86.9% |
| Participant deferral / active EE | $7,161 | $3,636+96.9% | $4,003+78.9% | $4,350+64.6% |
| Admin fee / account holder | $61 | $890-93.1% | $3,993-98.5% | $1,945-96.8% |