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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $118,302 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $57,660 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $29,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,958 | $93,351+96.0% | $62,929+190.7% | $79,634+129.7% |
| Participation rate | 92.6% | 74.6%+18.0pp | 73.1%+19.5pp | 62.5%+30.2pp |
| Annual return | 11.43% | 14.37%-2.9pp | 1063.93%-1052.5pp | 36.46%-25.0pp |
| Employer contribution / active EE | $7,475 | $3,135+138.5% | $2,505+198.5% | $2,529+195.6% |
| Participant deferral / active EE | $4,117 | $3,921+5.0% | $3,888+5.9% | $3,835+7.4% |
| Admin fee / account holder | $209 | $229-8.6% | $5,065-95.9% | $1,002-79.1% |