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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $185,125 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $57,641 |
COHNREZNICK LLP8 years Service code 10 · EIN 33-4144829 | Accounting | $17,325 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $1,325 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $865 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,635 | $91,710+140.6% | $67,560+226.6% | $77,762+183.7% |
| Participation rate | 91.0% | 76.0%+15.0pp | 72.9%+18.1pp | 70.6%+20.4pp |
| Annual return | 10.76% | 14.88%-4.1pp | 3533.50%-3522.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $5,434 | $3,187+70.5% | $2,737+98.6% | $2,728+99.2% |
| Participant deferral / active EE | $6,436 | $3,911+64.6% | $4,004+60.7% | $4,651+38.4% |
| Admin fee / account holder | $163 | $245-33.6% | $3,994-95.9% | $433-62.4% |