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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 | $92,071+82.6% | $63,803+163.4% | $71,012+136.7% |
| Participation rate | 98.0% | 73.7%+24.3pp | 72.7%+25.3pp | 58.6%+39.4pp |
| Annual return | 9.76% | 13.14%-3.4pp | 543.72%-534.0pp | 37.67%-27.9pp |
| Employer contribution / active EE | $7,423 | $3,085+140.6% | $2,532+193.1% | $2,348+216.2% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $151 | $227-33.2% | $5,196-97.1% | $1,167-87.0% |