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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $16,000 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,335 |
TIAA5 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $370 |
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 | $138,918 | $65,582+111.8% | $64,097+116.7% | $71,529+94.2% |
| Participation rate | 96.6% | 73.2%+23.4pp | 72.3%+24.3pp | 67.9%+28.7pp |
| Annual return | 10.59% | 18.96%-8.4pp | 33.75%-23.2pp | 28.97%-18.4pp |
| Employer contribution / active EE | $4,868 | $2,671+82.3% | $2,750+77.0% | $2,590+88.0% |
| Participant deferral / active EE | $5,127 | $3,628+41.3% | $3,881+32.1% | $4,291+19.5% |
| Admin fee / account holder | $113 | $616-81.6% | $3,070-96.3% | $1,588-92.9% |