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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $86,283 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,775 |
BDO USA, LLP2 years Filed as: BDO USA, P. C. Service code 10 · EIN 13-5381590 | Accounting | $18,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,757 | $91,692+97.1% | $67,561+167.5% | $77,714+132.6% |
| Participation rate | 83.1% | 76.0%+7.1pp | 72.9%+10.2pp | 70.6%+12.6pp |
| Annual return | 11.54% | 14.88%-3.3pp | 3525.44%-3513.9pp | 31.26%-19.7pp |
| Employer contribution / active EE | $3,647 | $3,188+14.4% | $2,735+33.4% | $2,727+33.7% |
| Participant deferral / active EE | $4,633 | $3,912+18.4% | $4,003+15.7% | $4,649-0.3% |
| Admin fee / account holder | $113 | $245-53.7% | $4,006-97.2% | $433-73.9% |