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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 | $69,745+34.2% | $67,511+38.7% | $74,546+25.6% |
| Participation rate | 96.8% | 71.3%+25.5pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 11.26% | -40.37%+51.6pp | 3517.41%-3506.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,243 | $2,705-54.1% | $2,733-54.5% | $2,624-52.6% |
| Participant deferral / active EE | $4,898 | $3,636+34.7% | $4,000+22.5% | $4,347+12.7% |
| Admin fee / account holder | $142 | $894-84.1% | $3,999-96.4% | $1,944-92.7% |