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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $39,339 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $21,500 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 16 · EIN 27-2037969 | Consulting | $6,588 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,821 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,218 | $98,780+47.0% | $60,919+138.4% | $77,906+86.4% |
| Participation rate | 93.5% | 76.7%+16.8pp | 73.1%+20.4pp | 73.7%+19.8pp |
| Annual return | -10.58% | -11.56%+1.0pp | 16.98%-27.6pp | 12.16%-22.7pp |
| Employer contribution / active EE | $4,936 | $3,605+36.9% | $2,704+82.6% | $2,846+73.4% |
| Participant deferral / active EE | $3,801 | $4,200-9.5% | $3,814-0.4% | $4,805-20.9% |
| Admin fee / account holder | $21 | $89-76.6% | $3,226-99.4% | $133-84.4% |