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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $230,635 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $69,794 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $191,451 | $113,568+68.6% | $67,560+183.4% | $200,096-4.3% |
| Participation rate | 60.8% | 73.3%-12.6pp | 72.9%-12.2pp | 72.0%-11.3pp |
| Annual return | 13.30% | 15.88%-2.6pp | 3533.50%-3520.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $3,705 | $3,409+8.7% | $2,737+35.4% | $3,038+22.0% |
| Participant deferral / active EE | $3,168 | $4,163-23.9% | $4,004-20.9% | $5,090-37.7% |
| Admin fee / account holder | $114 | $102+11.1% | $3,994-97.2% | $269-57.8% |