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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $29,153 |
TIAA3 years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $15,360 |
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 | $63,040 | $70,083-10.1% | $59,887+5.3% | $55,725+13.1% |
| Participation rate | 96.9% | 78.4%+18.5pp | 74.7%+22.2pp | 70.9%+26.0pp |
| Annual return | -1.46% | 3.13%-4.6pp | 3.46%-4.9pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,560 | $2,878-45.8% | $2,722-42.7% | $2,078-24.9% |
| Participant deferral / active EE | $1,715 | $3,079-44.3% | $3,402-49.6% | $3,356-48.9% |
| Admin fee / account holder | $146 | $70+107.0% | $3,591-95.9% | $115+26.4% |