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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Contract Administrator | $19,465 |
TIAA2 years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $12,551 |
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 | $69,101 | $74,552-7.3% | $63,018+9.7% | $69,631-0.8% |
| Participation rate | 96.8% | 78.3%+18.6pp | 74.8%+22.0pp | 70.7%+26.2pp |
| Annual return | 13.44% | 15.77%-2.3pp | 87.62%-74.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,537 | $2,929-47.5% | $2,761-44.3% | $2,032-24.4% |
| Participant deferral / active EE | $1,718 | $2,974-42.2% | $3,330-48.4% | $3,224-46.7% |
| Admin fee / account holder | $147 | $59+148.0% | $3,601-95.9% | $110+33.4% |