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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Contract Administrator | $14,600 |
TIAA1 year Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $8,771 |
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 | $67,045 | $68,408-2.0% | $57,196+17.2% | $57,658+16.3% |
| Participation rate | 97.1% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 7.24% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,780 | $2,869-37.9% | $2,683-33.6% | $1,974-9.8% |
| Participant deferral / active EE | $1,589 | $2,903-45.3% | $3,096-48.7% | $3,061-48.1% |
| Admin fee / account holder | $139 | $70+99.9% | $3,141-95.6% | $95+47.3% |