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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) | $42,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,284 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,706 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,404 | $92,071+16.7% | $63,803+68.3% | $71,012+51.2% |
| Participation rate | 95.8% | 73.7%+22.1pp | 72.7%+23.1pp | 58.6%+37.2pp |
| Annual return | 9.50% | 13.14%-3.6pp | 543.72%-534.2pp | 37.67%-28.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,532-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $5,779 | $3,765+53.5% | $3,843+50.4% | $3,246+78.0% |
| Admin fee / account holder | $84 | $227-62.9% | $5,196-98.4% | $1,167-92.8% |