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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 | $84,045+27.8% | $77,361+38.8% | $69,255+55.1% |
| Participation rate | 95.8% | 71.8%+24.0pp | 75.0%+20.8pp | 69.0%+26.7pp |
| Annual return | 9.50% | 12.46%-3.0pp | 1011.54%-1002.0pp | 26.73%-17.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $2,990-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $5,779 | $3,349+72.6% | $3,911+47.8% | $2,890+100.0% |
| Admin fee / account holder | $84 | $239-64.8% | $5,894-98.6% | $733-88.5% |