Filed April 16, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $149,230 |
CAP FINANCIAL PARTNERS, LLC6+ years Service code 16 · EIN 26-0058143 | Consulting | $69,500 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,556 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,705 | $127,481-11.6% | $149,751-24.7% | $90,274+24.8% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.5%+17.4pp | 73.4%+26.5pp |
| Annual return | 12.24% | 57.78%-45.5pp | 276.71%-264.5pp | 53.97%-41.7pp |
| Employer contribution / active EE | $12,447 | $3,448+261.0% | $4,646+167.9% | $2,523+393.2% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $85 | $152-44.3% | $9,312-99.1% | $114-25.9% |