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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,759 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,096 | $66,124+87.7% | $90,461+37.2% | $73,497+68.8% |
| Participation rate | 0.0% | 69.7%-69.7pp | 72.7%-72.7pp | 70.7%-70.7pp |
| Annual return | 11.03% | 17.65%-6.6pp | 1294.76%-1283.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $9,683 | $2,346+312.7% | $3,264+196.7% | $2,270+326.5% |
| Participant deferral / active EE | $5,580 | $3,039+83.6% | $3,964+40.8% | $3,740+49.2% |
| Admin fee / account holder | $78 | $396-80.2% | $5,617-98.6% | $513-84.7% |