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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $270,059 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,117 |
Service code 10 · EIN 16-1226221 | Accounting | $20,676 |
VENABLE LLP4 years Service code 29 · EIN 52-0517250 | Legal | $10,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,276 | $45,022+31.7% | $85,240-30.5% | $200,096-70.4% |
| Participation rate | 56.0% | 45.8%+10.2pp | 67.5%-11.5pp | 72.0%-16.0pp |
| Annual return | 11.91% | 21.00%-9.1pp | 66.75%-54.8pp | 34.26%-22.3pp |
| Employer contribution / active EE | $1,777 | $1,374+29.3% | $2,735-35.0% | $3,038-41.5% |
| Participant deferral / active EE | $3,110 | $2,682+15.9% | $4,527-31.3% | $5,090-38.9% |
| Admin fee / account holder | $142 | $585-75.7% | $6,165-97.7% | $269-47.2% |