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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 | $65,231 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 13 · EIN 26-0058143 ATTN FINANCE DEPT 4208 SIX FORKS RD · RALEIGH, NC 270695734 | Contract Administrator | $9,133 |
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 | $23,489 | $52,722-55.4% | $90,440-74.0% | $73,412-68.0% |
| Participation rate | 98.6% | 67.7%+30.9pp | 72.7%+25.9pp | 72.2%+26.4pp |
| Annual return | 15.26% | 20.70%-5.4pp | 1294.38%-1279.1pp | 59.30%-44.0pp |
| Employer contribution / active EE | $739 | $1,872-60.5% | $3,263-77.3% | $2,234-66.9% |
| Participant deferral / active EE | $2,552 | $2,810-9.2% | $3,964-35.6% | $3,806-32.9% |
| Admin fee / account holder | $53 | $117-54.4% | $5,615-99.1% | $158-66.3% |