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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) | $9,501 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $7,854 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $5,070 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
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 | $113,890 | $91,710+24.2% | $67,560+68.6% | $77,762+46.5% |
| Participation rate | 57.0% | 76.0%-19.1pp | 72.9%-16.0pp | 70.6%-13.6pp |
| Annual return | 13.81% | 14.88%-1.1pp | 3533.50%-3519.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,914 | $3,911+51.2% | $4,004+47.7% | $4,651+27.2% |
| Admin fee / account holder | $46 | $245-81.1% | $3,994-98.8% | $433-89.3% |