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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $39,935 |
TIAA9 years Filed as: TIAA CREF Service code 28 · EIN 13-1624203 | Investment Management | $37,540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,862 | $91,621-10.7% | $67,511+21.3% | $77,671+5.4% |
| Participation rate | 94.1% | 76.0%+18.2pp | 72.9%+21.2pp | 70.6%+23.6pp |
| Annual return | 11.26% | 14.87%-3.6pp | 3517.41%-3506.1pp | 31.21%-19.9pp |
| Employer contribution / active EE | $1,640 | $3,184-48.5% | $2,733-40.0% | $2,726-39.8% |
| Participant deferral / active EE | $1,687 | $3,906-56.8% | $4,000-57.8% | $4,648-63.7% |
| Admin fee / account holder | $186 | $176+5.7% | $3,999-95.3% | $430-56.7% |