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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 12 · EIN 13-1624203 | Participant communication; Insurance ... | $40,623 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $22,166 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $2,850 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $385 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,815 | $95,438+37.1% | $135,982-3.8% | $74,473+75.7% |
| Participation rate | 83.7% | 78.2%+5.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 14.08% | 32.61%-18.5pp | 68.32%-54.2pp | 34.36%-20.3pp |
| Employer contribution / active EE | $7,345 | $3,878+89.4% | $4,859+51.2% | $2,638+178.4% |
| Participant deferral / active EE | $5,242 | $7,790-32.7% | $7,760-32.4% | $4,530+15.7% |
| Admin fee / account holder | $76 | $259-70.6% | $10,767-99.3% | $347-78.1% |