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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $137,476 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,350 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $34,000 |
VENABLE LLP2 years Service code 29 · EIN 52-0517250 | Legal | $13,769 |
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 | $50,338 | $37,418+34.5% | $77,096-34.7% | $77,906-35.4% |
| Participation rate | 64.8% | 46.9%+17.9pp | 67.9%-3.1pp | 73.7%-8.9pp |
| Annual return | -14.28% | -7.13%-7.1pp | 42.35%-56.6pp | 12.16%-26.4pp |
| Employer contribution / active EE | $1,998 | $1,200+66.5% | $2,814-29.0% | $2,846-29.8% |
| Participant deferral / active EE | $3,651 | $2,572+41.9% | $4,429-17.6% | $4,805-24.0% |
| Admin fee / account holder | $114 | $126-9.3% | $5,428-97.9% | $133-13.8% |