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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 72 · EIN 26-0058143 | Other investment fees and expenses | $37,311 |
Service code 10 · EIN 31-0800053 | Accounting | $12,600 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $225 |
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 | $77,431 | $65,322+18.5% | $70,476+9.9% | $73,493+5.4% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 12.65% | 15.71%-3.1pp | 109.12%-96.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,536 | $2,460+3.1% | $2,738-7.4% | $2,270+11.7% |
| Participant deferral / active EE | $4,224 | $3,375+25.2% | $3,710+13.9% | $3,740+13.0% |
| Admin fee / account holder | $93 | $214-56.6% | $3,847-97.6% | $513-81.9% |