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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $218,252 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $50,629 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $27,011 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $17,000 |
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 | $171,604 | $105,179+63.2% | $64,110+167.7% | $80,187+114.0% |
| Participation rate | 79.6% | 73.5%+6.1pp | 72.3%+7.3pp | 72.9%+6.7pp |
| Annual return | 15.06% | 20.34%-5.3pp | 33.75%-18.7pp | 40.40%-25.3pp |
| Employer contribution / active EE | $3,993 | $3,311+20.6% | $2,751+45.2% | $2,980+34.0% |
| Participant deferral / active EE | $3,314 | $4,020-17.6% | $3,883-14.6% | $5,016-33.9% |
| Admin fee / account holder | $105 | $113-7.2% | $3,071-96.6% | $145-27.5% |