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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INSURACE AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $65,874 |
Filed as: CAPFINANCIAL PARTNERS. LLC Service code 13 · EIN 26-0058143 ATTN FINANCE DEPT 4208 SIX FORKS RD · RALEIGH, NC 270695734 | Contract Administrator | $7,750 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,572 | $54,237-60.2% | $90,304-76.1% | $67,579-68.1% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.3pp | 71.3%+27.3pp |
| Annual return | 19.32% | 37.27%-18.0pp | 78.13%-58.8pp | 378.56%-359.2pp |
| Employer contribution / active EE | $726 | $1,846-60.6% | $2,855-74.6% | $2,148-66.2% |
| Participant deferral / active EE | $2,523 | $2,625-3.9% | $3,885-35.1% | $3,539-28.7% |
| Admin fee / account holder | $55 | $123-55.5% | $5,354-99.0% | $142-61.4% |