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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $512,454 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,267 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $163,373 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $48,750 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $40,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $290,059 | $128,169+126.3% | $147,041+97.3% | $106,408+172.6% |
| Participation rate | 83.2% | 67.3%+15.9pp | 82.2%+1.0pp | 69.9%+13.3pp |
| Annual return | 14.52% | 17.88%-3.4pp | 419.21%-404.7pp | 17.37%-2.9pp |
| Employer contribution / active EE | $2,183 | $3,374-35.3% | $4,935-55.8% | $3,361-35.0% |
| Participant deferral / active EE | $14,057 | $7,665+83.4% | $8,071+74.2% | $5,567+152.5% |
| Admin fee / account holder | $69 | $88-21.5% | $13,006-99.5% | $79-12.6% |