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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $12,775 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,580 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,573 | $86,795+113.8% | $67,681+174.2% | $64,728+186.7% |
| Participation rate | 96.7% | 71.7%+25.0pp | 73.7%+22.9pp | 57.9%+38.8pp |
| Annual return | 10.30% | 12.58%-2.3pp | 590.58%-580.3pp | 49.38%-39.1pp |
| Employer contribution / active EE | $2,226 | $2,837-21.6% | $2,678-16.9% | $2,243-0.7% |
| Participant deferral / active EE | $4,506 | $3,430+31.4% | $3,976+13.3% | $2,729+65.1% |
| Admin fee / account holder | $82 | $238-65.5% | $6,100-98.7% | $1,145-92.8% |