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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) | $52,493 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,604 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,222 | $91,680+9.3% | $67,524+48.4% | $77,692+29.0% |
| Participation rate | 92.7% | 76.0%+16.7pp | 72.9%+19.8pp | 70.6%+22.1pp |
| Annual return | 14.84% | 14.87%0pp | 3519.41%-3504.6pp | 31.25%-16.4pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,884 | $3,909+50.5% | $4,001+47.0% | $4,648+26.6% |
| Admin fee / account holder | $64 | $176-63.8% | $4,001-98.4% | $431-85.2% |