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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $11,250 |
TAIT WELLER & BAKER1 year Filed as: TAIT, WELLER LLP Service code 10 · EIN 23-1144520 | Accounting | $7,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $911 |
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 | $105,073 | $70,083+49.9% | $59,883+75.5% | $55,725+88.6% |
| Participation rate | 96.8% | 78.4%+18.5pp | 74.7%+22.1pp | 70.9%+26.0pp |
| Annual return | -3.22% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $5,544 | $2,878+92.6% | $2,722+103.7% | $2,078+166.8% |
| Participant deferral / active EE | $2,394 | $3,079-22.2% | $3,402-29.6% | $3,356-28.7% |
| Admin fee / account holder | $17 | $70-75.8% | $3,591-99.5% | $115-85.3% |