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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $219,070 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $31,500 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $6,000 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $4,293 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,593 | $105,179+122.1% | $64,110+264.4% | $80,187+191.3% |
| Participation rate | 96.4% | 73.5%+22.8pp | 72.3%+24.0pp | 72.9%+23.4pp |
| Annual return | 13.74% | 20.34%-6.6pp | 33.75%-20.0pp | 40.40%-26.7pp |
| Employer contribution / active EE | $5,117 | $3,311+54.6% | $2,751+86.0% | $2,980+71.7% |
| Participant deferral / active EE | $5,360 | $4,020+33.3% | $3,883+38.0% | $5,016+6.9% |
| Admin fee / account holder | $98 | $113-13.5% | $3,071-96.8% | $145-32.4% |