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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 72 · EIN 26-0058143 | Other investment fees and expenses | $45,599 |
Service code 10 · EIN 31-0800053 | Accounting | $16,450 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $75 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,385 | $60,795+14.1% | $69,461-0.1% | $65,185+6.4% |
| Participation rate | 97.1% | 74.9%+22.2pp | 74.6%+22.4pp | 70.2%+26.9pp |
| Annual return | 17.44% | 17.46%0pp | 28.97%-11.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $3,116 | $2,452+27.1% | $2,779+12.1% | $2,177+43.1% |
| Participant deferral / active EE | $4,047 | $3,162+28.0% | $3,536+14.5% | $3,514+15.2% |
| Admin fee / account holder | $126 | $314-59.8% | $3,840-96.7% | $847-85.1% |