Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $150,605 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $67,261 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,463 |
BAKER TILLY US, LLP1 year Service code 29 · EIN 39-0859910 | Legal | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,188 | $98,780+93.5% | $60,919+213.8% | $77,906+145.4% |
| Participation rate | 81.4% | 76.7%+4.7pp | 73.1%+8.3pp | 73.7%+7.7pp |
| Annual return | -13.44% | -11.56%-1.9pp | 16.98%-30.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $7,050 | $3,605+95.6% | $2,704+160.7% | $2,846+147.7% |
| Participant deferral / active EE | $6,904 | $4,200+64.4% | $3,814+81.0% | $4,805+43.7% |
| Admin fee / account holder | $122 | $89+38.1% | $3,226-96.2% | $133-7.7% |