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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $28,875 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,413 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,732 | $91,695+87.3% | $67,575+154.1% | $77,736+120.9% |
| Participation rate | 97.2% | 76.0%+21.2pp | 72.9%+24.3pp | 70.6%+26.6pp |
| Annual return | 177.97% | 14.88%+163.1pp | 3528.98%-3351.0pp | 31.26%+146.7pp |
| Employer contribution / active EE | $2,562 | $3,189-19.6% | $2,736-6.3% | $2,728-6.1% |
| Participant deferral / active EE | $5,145 | $3,912+31.5% | $4,003+28.5% | $4,651+10.6% |
| Admin fee / account holder | $101 | $245-58.8% | $3,993-97.5% | $433-76.8% |