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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 | $84,045+100.0% | $77,361+117.3% | $69,255+142.7% |
| Participation rate | 98.0% | 71.8%+26.2pp | 75.0%+23.0pp | 69.0%+28.9pp |
| Annual return | 9.76% | 12.46%-2.7pp | 1011.54%-1001.8pp | 26.73%-17.0pp |
| Employer contribution / active EE | $7,423 | $2,954+151.3% | $2,990+148.3% | $2,645+180.6% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $151 | $239-36.6% | $5,894-97.4% | $733-79.3% |