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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $66,655 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $20,500 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 16 · EIN 27-2037969 | Consulting | $12,020 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,067 |
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 | $161,628 | $105,179+53.7% | $64,110+152.1% | $80,187+101.6% |
| Participation rate | 81.5% | 73.5%+8.0pp | 72.3%+9.2pp | 72.9%+8.6pp |
| Annual return | 14.12% | 20.34%-6.2pp | 33.75%-19.6pp | 40.40%-26.3pp |
| Employer contribution / active EE | $4,457 | $3,311+34.6% | $2,751+62.0% | $2,980+49.6% |
| Participant deferral / active EE | $3,614 | $4,020-10.1% | $3,883-6.9% | $5,016-28.0% |
| Admin fee / account holder | $31 | $113-72.7% | $3,071-99.0% | $145-78.7% |