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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,909 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $10,409 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $2,989 |
Filed as: FIDELITY INVST INST OP CO. INC. Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $420 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,391 | $82,188+39.2% | $125,391-8.8% | $64,824+76.5% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | -11.57% | 3.50%-15.1pp | 572.41%-584.0pp | 32.84%-44.4pp |
| Employer contribution / active EE | $6,827 | $3,617+88.7% | $4,816+41.8% | $2,507+172.3% |
| Participant deferral / active EE | $4,897 | $7,177-31.8% | $7,448-34.2% | $4,311+13.6% |
| Admin fee / account holder | $72 | $163-55.9% | $10,009-99.3% | $188-61.7% |