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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 | $86,795+23.7% | $67,681+58.7% | $64,728+65.9% |
| Participation rate | 95.8% | 71.7%+24.1pp | 73.7%+22.0pp | 57.9%+37.9pp |
| Annual return | 9.50% | 12.58%-3.1pp | 590.58%-581.1pp | 49.38%-39.9pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $5,779 | $3,430+68.5% | $3,976+45.4% | $2,729+111.8% |
| Admin fee / account holder | $84 | $238-64.7% | $6,100-98.6% | $1,145-92.7% |