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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM BROWN SMITH, P.C Service code 10 · EIN 22-2027092 | Accounting | $15,480 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,998 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
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 | $152,181 | $79,003+92.6% | $100,398+51.6% | $74,400+104.5% |
| Participation rate | 99.3% | 79.5%+19.8pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | 12.43% | 20.62%-8.2pp | 49.32%-36.9pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $7,983 | $3,015+164.8% | $3,946+102.3% | $2,624+204.2% |
| Participant deferral / active EE | $8,398 | $7,752+8.3% | $8,084+3.9% | $4,348+93.1% |
| Admin fee / account holder | $69 | $1,331-94.8% | $7,893-99.1% | $1,944-96.4% |