| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $57,539 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $5,390 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $178 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,630 | $85,199+38.1% | $57,196+105.7% | $63,975+83.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 0.15% | 10.43%-10.3pp | 14.59%-14.4pp | 48.65%-48.5pp |
| Employer contribution / active EE | $6,940 | $3,446+101.4% | $2,683+158.7% | $2,182+218.1% |
| Participant deferral / active EE | $6,038 | $3,109+94.2% | $3,096+95.0% | $3,356+79.9% |
| Admin fee / account holder | $10 | $39-74.3% | $3,141-99.7% | $70-85.9% |