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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,924 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,605 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,006 | $91,680+73.4% | $67,524+135.5% | $77,692+104.7% |
| Participation rate | 91.9% | 76.0%+15.9pp | 72.9%+19.0pp | 70.6%+21.3pp |
| Annual return | 16.54% | 14.87%+1.7pp | 3519.41%-3502.9pp | 31.25%-14.7pp |
| Employer contribution / active EE | $7,627 | $3,186+139.4% | $2,734+179.0% | $2,726+179.8% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $4,001-100.0% | $4,648-100.0% |
| Admin fee / account holder | $134 | $176-23.9% | $4,001-96.6% | $431-68.8% |