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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $104,430 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $63,156 |
KREIG DEVAULT, LLP1 year Filed as: KREIG DEVAULT LLP Service code 29 · EIN 35-1055087 | Legal | $14,428 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $205,459 | $91,692+124.1% | $67,561+204.1% | $77,714+164.4% |
| Participation rate | 69.9% | 76.0%-6.1pp | 72.9%-3.0pp | 70.6%-0.7pp |
| Annual return | 12.62% | 14.88%-2.3pp | 3525.44%-3512.8pp | 31.26%-18.6pp |
| Employer contribution / active EE | $3,699 | $3,188+16.0% | $2,735+35.3% | $2,727+35.7% |
| Participant deferral / active EE | $4,225 | $3,912+8.0% | $4,003+5.5% | $4,649-9.1% |
| Admin fee / account holder | $167 | $245-31.6% | $4,006-95.8% | $433-61.4% |