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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $17,026 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,253 |
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $6,747 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $5,995 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $1,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,845 | $48,327+212.1% | $67,575+123.2% | $80,935+86.4% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.7%+30.2pp |
| Annual return | 12.49% | 18.31%-5.8pp | 3528.98%-3516.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $6,600 | $2,022+226.4% | $2,736+141.3% | $2,757+139.4% |
| Participant deferral / active EE | $6,749 | $2,927+130.5% | $4,003+68.6% | $4,299+57.0% |
| Admin fee / account holder | $165 | $3,692-95.5% | $3,993-95.9% | $6,924-97.6% |