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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,792 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $2,255 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,712 | $79,124-11.9% | $60,899+14.5% | $64,814+7.6% |
| Participation rate | 98.1% | 77.7%+20.4pp | 73.1%+25.0pp | 71.5%+26.6pp |
| Annual return | -14.78% | -7.13%-7.6pp | 16.92%-31.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $7,149 | $3,050+134.4% | $2,702+164.5% | $2,507+185.2% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $51 | $106-51.4% | $3,225-98.4% | $188-72.6% |