Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,420 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $87,091 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,136 |
BAKER TILLY US, LLP2 years Service code 29 · EIN 30-1413443 | Legal | $7,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,449 | $105,179+63.0% | $64,110+167.4% | $80,187+113.8% |
| Participation rate | 90.5% | 73.5%+17.0pp | 72.3%+18.1pp | 72.9%+17.5pp |
| Annual return | 16.91% | 20.34%-3.4pp | 33.75%-16.8pp | 40.40%-23.5pp |
| Employer contribution / active EE | $6,961 | $3,311+110.3% | $2,751+153.1% | $2,980+133.6% |
| Participant deferral / active EE | $7,114 | $4,020+76.9% | $3,883+83.2% | $5,016+41.8% |
| Admin fee / account holder | $100 | $113-11.8% | $3,071-96.7% | $145-31.1% |