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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,127 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,296 |
BDO USA, LLP1 year Filed as: BDO USA, P. C. Service code 10 · EIN 13-5381590 | Accounting | $35,300 |
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 | $170,591 | $83,884+103.4% | $64,097+166.1% | $74,473+129.1% |
| Participation rate | 81.8% | 76.6%+5.2pp | 72.3%+9.5pp | 70.7%+11.1pp |
| Annual return | 13.39% | 16.57%-3.2pp | 33.75%-20.4pp | 34.36%-21.0pp |
| Employer contribution / active EE | $3,559 | $3,084+15.4% | $2,750+29.4% | $2,638+34.9% |
| Participant deferral / active EE | $4,769 | $3,692+29.2% | $3,881+22.9% | $4,530+5.3% |
| Admin fee / account holder | $115 | $196-41.6% | $3,070-96.3% | $347-67.0% |