Filed October 8, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 350 CHURCH ST · HARTFORD, CT 061031136 | Accounting | $16,800 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $8,207 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,234 |
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 | $147,561 | $65,582+125.0% | $64,097+130.2% | $71,529+106.3% |
| Participation rate | 99.1% | 73.2%+25.9pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 14.44% | 18.96%-4.5pp | 33.75%-19.3pp | 28.97%-14.5pp |
| Employer contribution / active EE | $4,949 | $2,671+85.3% | $2,750+80.0% | $2,590+91.1% |
| Participant deferral / active EE | $6,553 | $3,628+80.6% | $3,881+68.8% | $4,291+52.7% |
| Admin fee / account holder | $92 | $616-85.0% | $3,070-97.0% | $1,588-94.2% |