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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 | $84,045+120.8% | $77,361+139.9% | $69,255+168.0% |
| Participation rate | 96.7% | 71.8%+24.9pp | 75.0%+21.7pp | 69.0%+27.6pp |
| Annual return | 10.30% | 12.46%-2.2pp | 1011.54%-1001.2pp | 26.73%-16.4pp |
| Employer contribution / active EE | $2,226 | $2,954-24.7% | $2,990-25.6% | $2,645-15.9% |
| Participant deferral / active EE | $4,506 | $3,349+34.5% | $3,911+15.2% | $2,890+55.9% |
| Admin fee / account holder | $82 | $239-65.6% | $5,894-98.6% | $733-88.8% |