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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC2 years Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 271 17TH ST NW · ATLANTA, GA 303636217 | Accounting | $14,500 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $9,073 |
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,123 | $60,989+124.8% | $60,919+125.1% | $66,949+104.8% |
| Participation rate | 98.0% | 74.5%+23.5pp | 73.1%+24.9pp | 69.8%+28.2pp |
| Annual return | -7.22% | -9.60%+2.4pp | 16.96%-24.2pp | 1.57%-8.8pp |
| Employer contribution / active EE | $5,619 | $2,661+111.2% | $2,704+107.8% | $2,545+120.7% |
| Participant deferral / active EE | $5,755 | $3,615+59.2% | $3,814+50.9% | $4,239+35.8% |
| Admin fee / account holder | $115 | $338-66.2% | $3,228-96.5% | $594-80.7% |