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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,860 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,860 |
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 | $160,811 | $79,151+103.2% | $60,919+164.0% | $64,824+148.1% |
| Participation rate | 79.9% | 77.7%+2.2pp | 73.1%+6.8pp | 71.5%+8.5pp |
| Annual return | -9.62% | -7.12%-2.5pp | 16.96%-26.6pp | 32.84%-42.5pp |
| Employer contribution / active EE | $3,589 | $3,052+17.6% | $2,704+32.7% | $2,507+43.2% |
| Participant deferral / active EE | $4,568 | $3,727+22.5% | $3,814+19.7% | $4,311+6.0% |
| Admin fee / account holder | $89 | $106-16.2% | $3,228-97.3% | $188-52.8% |