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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $55,394 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $22,400 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,248 |
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 | $172,796 | $113,568+52.2% | $67,560+155.8% | $200,096-13.6% |
| Participation rate | 82.4% | 73.3%+9.0pp | 72.9%+9.4pp | 72.0%+10.3pp |
| Annual return | 12.00% | 15.88%-3.9pp | 3533.50%-3521.5pp | 34.26%-22.3pp |
| Employer contribution / active EE | $4,638 | $3,409+36.0% | $2,737+69.5% | $3,038+52.7% |
| Participant deferral / active EE | $3,885 | $4,163-6.7% | $4,004-3.0% | $5,090-23.7% |
| Admin fee / account holder | $27 | $102-74.1% | $3,994-99.3% | $269-90.1% |