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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,752 |
Service code 10 · EIN 16-1003516 | Accounting | $9,900 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,259 |
Service code 17 · EIN 26-1223837 | Pension Consulting | $3,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,652 | $61,338+263.0% | $149,717+48.7% | $71,495+211.4% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 19.25% | 35.86%-16.6pp | 134.41%-115.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $21,652 | $2,381+809.3% | $4,820+349.2% | $2,589+736.2% |
| Participant deferral / active EE | $5,413 | $2,919+85.4% | $5,682-4.7% | $4,291+26.2% |
| Admin fee / account holder | $122 | $1,263-90.3% | $13,213-99.1% | $1,588-92.3% |