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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $32,910 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,863 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $145 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,656 | $94,833-35.0% | $75,714-18.6% | $86,821-29.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 21.82% | 16.91%+4.9pp | 104.62%-82.8pp | 97.94%-76.1pp |
| Employer contribution / active EE | $2,262 | $2,904-22.1% | $2,744-17.5% | $2,406-6.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $98 | $109-9.9% | $3,619-97.3% | $170-42.3% |