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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 10250 REGENCY CIR STE 100 · OMAHA, NE 68114 | Advisory (Participants) | $29,434 |
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $18,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,957 | $55,470+67.6% | $155,556-40.2% | $74,478+24.8% |
| Participation rate | 70.0% | 61.9%+8.1pp | 78.2%-8.2pp | 67.2%+2.8pp |
| Annual return | 12.37% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,301 | $2,267+45.6% | $4,675-29.4% | $2,626+25.7% |
| Participant deferral / active EE | $3,392 | $2,838+19.5% | $5,631-39.8% | $4,350-22.0% |
| Admin fee / account holder | $172 | $1,744-90.2% | $15,885-98.9% | $1,946-91.2% |