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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,691 |
TIAA10+ years Service code 37 · EIN 13-1624203 | Loan Processing | $246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,835 | $93,351+2.7% | $62,929+52.3% | $79,634+20.3% |
| Participation rate | 99.3% | 74.6%+24.7pp | 73.1%+26.2pp | 62.5%+36.9pp |
| Annual return | 14.83% | 14.37%+0.5pp | 1063.93%-1049.1pp | 36.46%-21.6pp |
| Employer contribution / active EE | $8,434 | $3,135+169.0% | $2,505+236.7% | $2,529+233.5% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $33 | $229-85.5% | $5,065-99.3% | $1,002-96.7% |