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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $13,964 |
Service code 10 · EIN 16-1003516 726 EXCHANGE ST STE. 822 · BUFFALO, NY 142011465 | Accounting | $9,100 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $6,008 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $1,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,637 | $65,092+183.7% | $143,799+28.4% | $66,938+175.8% |
| Participation rate | 98.5% | 65.2%+33.3pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -16.44% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $20,820 | $2,362+781.6% | $4,952+320.4% | $2,545+718.0% |
| Participant deferral / active EE | $5,205 | $2,920+78.2% | $5,638-7.7% | $4,238+22.8% |
| Admin fee / account holder | $129 | $502-74.3% | $14,677-99.1% | $594-78.2% |