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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA CREF Service code 28 · EIN 13-1624203 | Investment Management | $79,507 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $67,500 |
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 | $77,096 | $83,884-8.1% | $64,099+20.3% | $74,440+3.6% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.3%+21.8pp | 70.7%+23.4pp |
| Annual return | 14.01% | 16.57%-2.6pp | 33.70%-19.7pp | 34.37%-20.4pp |
| Employer contribution / active EE | $1,585 | $3,084-48.6% | $2,748-42.3% | $2,638-39.9% |
| Participant deferral / active EE | $1,549 | $3,692-58.1% | $3,881-60.1% | $4,529-65.8% |
| Admin fee / account holder | $195 | $196-0.3% | $3,070-93.6% | $348-43.8% |