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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $153,910 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $53,881 |
COHNREZNICK LLP7 years Service code 10 · EIN 22-1478099 | Accounting | $33,575 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $959 |
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 | $227,661 | $83,884+171.4% | $64,110+255.1% | $74,478+205.7% |
| Participation rate | 79.3% | 76.6%+2.7pp | 72.3%+7.0pp | 70.7%+8.6pp |
| Annual return | 12.75% | 16.57%-3.8pp | 33.75%-21.0pp | 34.37%-21.6pp |
| Employer contribution / active EE | $6,052 | $3,084+96.3% | $2,751+120.0% | $2,637+129.5% |
| Participant deferral / active EE | $7,419 | $3,692+101.0% | $3,883+91.1% | $4,530+63.8% |
| Admin fee / account holder | $165 | $196-16.0% | $3,071-94.6% | $347-52.6% |