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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,357 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,783 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,079 | $86,795+93.7% | $67,681+148.3% | $64,728+159.7% |
| Participation rate | 98.0% | 71.7%+26.3pp | 73.7%+24.2pp | 57.9%+40.1pp |
| Annual return | 9.76% | 12.58%-2.8pp | 590.58%-580.8pp | 49.38%-39.6pp |
| Employer contribution / active EE | $7,423 | $2,837+161.6% | $2,678+177.2% | $2,243+231.0% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $151 | $238-36.4% | $6,100-97.5% | $1,145-86.8% |