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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS, LLC Service code 27 · EIN 26-0058143 60 W BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Plan) | $17,887 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,655 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,486 | $65,092+5.2% | $143,799-52.4% | $66,938+2.3% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -13.12% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,156 | $2,362+76.0% | $4,952-16.1% | $2,545+63.3% |
| Participant deferral / active EE | $4,631 | $2,920+58.6% | $5,638-17.9% | $4,238+9.3% |
| Admin fee / account holder | $108 | $502-78.4% | $14,677-99.3% | $594-81.7% |