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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 | $84,045+117.7% | $77,361+136.5% | $69,255+164.2% |
| Participation rate | 92.6% | 71.8%+20.8pp | 75.0%+17.7pp | 69.0%+23.6pp |
| Annual return | 11.43% | 12.46%-1.0pp | 1011.54%-1000.1pp | 26.73%-15.3pp |
| Employer contribution / active EE | $7,475 | $2,954+153.0% | $2,990+150.0% | $2,645+182.6% |
| Participant deferral / active EE | $4,117 | $3,349+22.9% | $3,911+5.3% | $2,890+42.4% |
| Admin fee / account holder | $209 | $239-12.4% | $5,894-96.4% | $733-71.4% |