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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $28,776 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $11,494 |
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 | $78,066 | $84,948-8.1% | $70,476+10.8% | $73,412+6.3% |
| Participation rate | 96.0% | 79.9%+16.0pp | 75.1%+20.9pp | 72.2%+23.8pp |
| Annual return | 13.00% | 13.39%-0.4pp | 109.12%-96.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $1,571 | $2,834-44.5% | $2,738-42.6% | $2,234-29.6% |
| Participant deferral / active EE | $1,723 | $3,387-49.1% | $3,710-53.6% | $3,806-54.7% |
| Admin fee / account holder | $189 | $98+92.3% | $3,847-95.1% | $158+19.5% |