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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,805 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $45,000 |
TAIT WELLER & BAKER7 years Filed as: TAIT, WELLER LLP Service code 10 · EIN 23-1144520 | Accounting | $9,500 |
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 | $143,568 | $91,692+56.6% | $67,561+112.5% | $77,714+84.7% |
| Participation rate | 96.6% | 76.0%+20.6pp | 72.9%+23.7pp | 70.6%+26.1pp |
| Annual return | 12.24% | 14.88%-2.6pp | 3525.44%-3513.2pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,265 | $3,188+2.4% | $2,735+19.4% | $2,727+19.7% |
| Participant deferral / active EE | $3,805 | $3,912-2.7% | $4,003-4.9% | $4,649-18.1% |
| Admin fee / account holder | $113 | $245-53.7% | $4,006-97.2% | $433-73.9% |