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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 72 · EIN 26-0058143 | Other investment fees and expenses | $37,490 |
Service code 10 · EIN 31-0800053 | Accounting | $14,450 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $375 |
Employer contribution per participant 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 | $80,231 | $60,989+31.6% | $60,899+31.7% | $66,930+19.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 73.1%+18.6pp | 69.8%+21.9pp |
| Annual return | -12.24% | -9.60%-2.6pp | 16.92%-29.2pp | 1.57%-13.8pp |
| Employer contribution / active EE | $190 | $2,661-92.9% | $2,702-93.0% | $2,545-92.6% |
| Participant deferral / active EE | $4,350 | $3,615+20.3% | $3,817+14.0% | $4,238+2.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |