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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,074 |
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $1,658 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,832 | $91,710-3.1% | $67,560+31.5% | $77,762+14.2% |
| Participation rate | 99.4% | 76.0%+23.4pp | 72.9%+26.5pp | 70.6%+28.8pp |
| Annual return | 14.17% | 14.88%-0.7pp | 3533.50%-3519.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $7,611 | $3,187+138.8% | $2,737+178.1% | $2,728+179.0% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $47 | $245-80.8% | $3,994-98.8% | $433-89.2% |