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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $183,553 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $52,811 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $40,760 |
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 | $155,769 | $98,780+57.7% | $60,919+155.7% | $77,906+99.9% |
| Participation rate | 94.4% | 76.7%+17.7pp | 73.1%+21.3pp | 73.7%+20.7pp |
| Annual return | 20.75% | -11.56%+32.3pp | 16.98%+3.8pp | 12.16%+8.6pp |
| Employer contribution / active EE | $4,297 | $3,605+19.2% | $2,704+58.9% | $2,846+51.0% |
| Participant deferral / active EE | $3,346 | $4,200-20.3% | $3,814-12.3% | $4,805-30.4% |
| Admin fee / account holder | $94 | $89+5.9% | $3,226-97.1% | $133-29.3% |