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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $31,401 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,269 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,987 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,427 | $79,151-28.7% | $60,919-7.4% | $64,829-13.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -4.96% | -7.12%+2.2pp | 16.98%-21.9pp | 32.85%-37.8pp |
| Employer contribution / active EE | $2,542 | $3,052-16.7% | $2,704-6.0% | $2,507+1.4% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $96 | $106-9.5% | $3,226-97.0% | $188-49.1% |