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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; Securities brok... | $0 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,222 | $91,692+9.3% | $67,561+48.3% | $77,714+29.0% |
| Participation rate | 92.7% | 76.0%+16.6pp | 72.9%+19.8pp | 70.6%+22.1pp |
| Annual return | 14.84% | 14.88%0pp | 3525.44%-3510.6pp | 31.26%-16.4pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,884 | $3,912+50.4% | $4,003+47.0% | $4,649+26.6% |
| Admin fee / account holder | $64 | $245-73.9% | $4,006-98.4% | $433-85.3% |