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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $192,488 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $42,916 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $26,450 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $12,598 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $197,995 | $120,057+64.9% | $75,728+161.5% | $93,010+112.9% |
| Participation rate | 95.3% | 77.3%+18.0pp | 74.8%+20.5pp | 73.9%+21.4pp |
| Annual return | 14.07% | 19.62%-5.5pp | 104.66%-90.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $3,093 | $3,253-4.9% | $2,743+12.7% | $2,705+14.3% |
| Participant deferral / active EE | $3,466 | $4,089-15.2% | $3,820-9.3% | $4,561-24.0% |
| Admin fee / account holder | $143 | $81+75.2% | $3,620-96.1% | $152-5.9% |