Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $86,795+110.8% | $67,681+170.3% | $64,728+182.7% |
| Participation rate | 92.6% | 71.7%+21.0pp | 73.7%+18.9pp | 57.9%+34.7pp |
| Annual return | 11.43% | 12.58%-1.2pp | 590.58%-579.2pp | 49.38%-38.0pp |
| Employer contribution / active EE | $7,475 | $2,837+163.5% | $2,678+179.1% | $2,243+233.3% |
| Participant deferral / active EE | $4,117 | $3,430+20.1% | $3,976+3.6% | $2,729+50.9% |
| Admin fee / account holder | $209 | $238-12.1% | $6,100-96.6% | $1,145-81.7% |