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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 72 · EIN 26-0058143 | Other investment fees and expenses | $43,195 |
Service code 10 · EIN 31-0800053 | Accounting | $13,700 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,607 | $69,708+34.3% | $67,560+38.6% | $74,478+25.7% |
| Participation rate | 96.8% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 11.26% | -40.67%+51.9pp | 3533.50%-3522.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,243 | $2,715-54.2% | $2,737-54.6% | $2,626-52.7% |
| Participant deferral / active EE | $4,898 | $3,637+34.7% | $4,004+22.3% | $4,350+12.6% |
| Admin fee / account holder | $142 | $887-84.0% | $3,994-96.4% | $1,946-92.7% |