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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; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,006 | $91,710+73.4% | $67,560+135.4% | $77,762+104.5% |
| Participation rate | 91.9% | 76.0%+15.8pp | 72.9%+18.9pp | 70.6%+21.3pp |
| Annual return | 16.54% | 14.88%+1.7pp | 3533.50%-3517.0pp | 31.27%-14.7pp |
| Employer contribution / active EE | $7,627 | $3,187+139.3% | $2,737+178.7% | $2,728+179.6% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $134 | $245-45.2% | $3,994-96.6% | $433-69.0% |