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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $65,507 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,442 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,671 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
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; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,797 | $79,151+67.8% | $60,919+118.0% | $64,829+104.8% |
| Participation rate | 97.1% | 77.7%+19.4pp | 73.1%+24.0pp | 71.5%+25.7pp |
| Annual return | -4.05% | -7.12%+3.1pp | 16.98%-21.0pp | 32.85%-36.9pp |
| Employer contribution / active EE | $7,118 | $3,052+133.2% | $2,704+163.3% | $2,507+183.9% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $92 | $106-13.2% | $3,226-97.2% | $188-51.2% |