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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $49,940 |
TIAA11+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,312 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,707 | $41,016+38.3% | $152,093-62.7% | $64,097-11.5% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 13.33% | 39.60%-26.3pp | 66.36%-53.0pp | 34.64%-21.3pp |
| Employer contribution / active EE | $2,169 | $1,342+61.6% | $4,175-48.0% | $1,891+14.7% |
| Participant deferral / active EE | $3,011 | $1,927+56.2% | $5,451-44.8% | $3,080-2.2% |
| Admin fee / account holder | $290 | $2,305-87.4% | $14,497-98.0% | $3,454-91.6% |