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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 12 · EIN 13-1624203 | Recordkeeping fees; Sales loads (fron... | $52,761 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $16,898 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Recordk... | $2,640 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 12 · EIN 04-2647786 | Direct payment from the plan; Sub-tra... | $360 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,561 | $106,247+29.5% | $147,096-6.5% | $77,714+77.0% |
| Participation rate | 88.6% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 13.67% | 56.87%-43.2pp | 419.75%-406.1pp | 31.26%-17.6pp |
| Employer contribution / active EE | $8,414 | $4,069+106.8% | $4,936+70.5% | $2,727+208.6% |
| Participant deferral / active EE | $5,894 | $7,996-26.3% | $8,071-27.0% | $4,649+26.8% |
| Admin fee / account holder | $80 | $338-76.4% | $13,005-99.4% | $433-81.6% |