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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,295 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,065 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,264 | $91,710-28.8% | $67,560-3.4% | $77,762-16.1% |
| Participation rate | 94.4% | 76.0%+18.4pp | 72.9%+21.5pp | 70.6%+23.8pp |
| Annual return | 15.22% | 14.88%+0.3pp | 3533.50%-3518.3pp | 31.27%-16.0pp |
| Employer contribution / active EE | $2,563 | $3,187-19.6% | $2,737-6.4% | $2,728-6.1% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $59 | $245-75.8% | $3,994-98.5% | $433-86.3% |