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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $10,967 |
PENTEGRA SERVICES, INC.2 years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,480 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,217 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,139 | $64,705+17.7% | $62,929+21.0% | $67,986+12.0% |
| Participation rate | 95.4% | 65.6%+29.8pp | 73.1%+22.3pp | 57.2%+38.2pp |
| Annual return | 15.26% | 20.31%-5.0pp | 1063.93%-1048.7pp | 31.67%-16.4pp |
| Employer contribution / active EE | $3,699 | $2,376+55.7% | $2,505+47.7% | $2,019+83.2% |
| Participant deferral / active EE | $4,350 | $3,198+36.0% | $3,888+11.9% | $3,358+29.5% |
| Admin fee / account holder | $101 | $1,428-93.0% | $5,065-98.0% | $3,203-96.9% |