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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $20,755 |
TIAA4 years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $18,992 |
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 | $71,513 | $95,542-25.2% | $69,464+2.9% | $67,579+5.8% |
| Participation rate | 97.1% | 79.4%+17.7pp | 74.6%+22.5pp | 71.3%+25.8pp |
| Annual return | 16.27% | 17.67%-1.4pp | 28.98%-12.7pp | 378.56%-362.3pp |
| Employer contribution / active EE | $1,534 | $2,989-48.7% | $2,779-44.8% | $2,148-28.6% |
| Participant deferral / active EE | $1,804 | $3,263-44.7% | $3,536-49.0% | $3,539-49.0% |
| Admin fee / account holder | $179 | $90+98.9% | $3,840-95.3% | $142+25.5% |