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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 | $83,575+122.0% | $66,439+179.3% | $65,191+184.7% |
| Participation rate | 96.7% | 71.6%+25.1pp | 74.5%+22.2pp | 63.0%+33.7pp |
| Annual return | 10.30% | 12.38%-2.1pp | 757.66%-747.4pp | 51.24%-40.9pp |
| Employer contribution / active EE | $2,226 | $2,903-23.3% | $2,637-15.6% | $2,400-7.3% |
| Participant deferral / active EE | $4,506 | $3,365+33.9% | $3,876+16.3% | $2,671+68.7% |
| Admin fee / account holder | $82 | $234-64.9% | $6,173-98.7% | $907-90.9% |