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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,611 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,249 | $93,351+25.6% | $62,929+86.3% | $79,634+47.2% |
| Participation rate | 60.1% | 74.6%-14.6pp | 73.1%-13.0pp | 62.5%-2.4pp |
| Annual return | 14.32% | 14.37%0pp | 1063.93%-1049.6pp | 36.46%-22.1pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $6,195 | $3,921+58.0% | $3,888+59.3% | $3,835+61.6% |
| Admin fee / account holder | $51 | $229-77.5% | $5,065-99.0% | $1,002-94.9% |