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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $221,387 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $218,114 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $33,075 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $4,096 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,148 | $113,568+122.9% | $67,560+274.7% | $200,096+26.5% |
| Participation rate | 95.4% | 73.3%+22.1pp | 72.9%+22.5pp | 72.0%+23.4pp |
| Annual return | 11.78% | 15.88%-4.1pp | 3533.50%-3521.7pp | 34.26%-22.5pp |
| Employer contribution / active EE | $5,237 | $3,409+53.6% | $2,737+91.4% | $3,038+72.4% |
| Participant deferral / active EE | $5,476 | $4,163+31.5% | $4,004+36.8% | $5,090+7.6% |
| Admin fee / account holder | $137 | $102+33.7% | $3,994-96.6% | $269-49.2% |