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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $49,668 |
TIAA7 years Filed as: TIAA CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $41,562 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,223 | $79,124-10.0% | $60,899+17.0% | $64,814+9.9% |
| Participation rate | 94.4% | 77.7%+16.7pp | 73.1%+21.3pp | 71.5%+23.0pp |
| Annual return | -10.71% | -7.13%-3.6pp | 16.92%-27.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,562 | $3,050-48.8% | $2,702-42.2% | $2,507-37.7% |
| Participant deferral / active EE | $1,575 | $3,725-57.7% | $3,817-58.7% | $4,310-63.5% |
| Admin fee / account holder | $187 | $106+76.6% | $3,225-94.2% | $188-0.7% |