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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,096 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,585 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $18,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,179 | $51,736+55.0% | $120,225-33.3% | $67,986+17.9% |
| Participation rate | 94.5% | 46.1%+48.5pp | 69.6%+25.0pp | 57.2%+37.3pp |
| Annual return | 14.04% | 31.98%-17.9pp | 439.23%-425.2pp | 31.67%-17.6pp |
| Employer contribution / active EE | $4,846 | $1,071+352.3% | $3,475+39.4% | $2,019+140.1% |
| Participant deferral / active EE | $4,822 | $2,206+118.6% | $3,999+20.6% | $3,358+43.6% |
| Admin fee / account holder | $160 | $4,159-96.2% | $5,696-97.2% | $3,203-95.0% |