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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $47,374 |
TIAA10+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $27,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,675 | $55,437+5.8% | $155,534-62.3% | $74,459-21.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 9.71% | 269.58%-259.9pp | 64.92%-55.2pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $2,405 | $2,266+6.1% | $4,675-48.6% | $2,626-8.4% |
| Participant deferral / active EE | $2,920 | $2,837+2.9% | $5,630-48.1% | $4,350-32.9% |
| Admin fee / account holder | $353 | $1,742-79.7% | $15,900-97.8% | $1,945-81.8% |