Filed April 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $69,065 |
CAP FINANCIAL PARTNERS, LLC4+ years Service code 16 · EIN 26-0058143 | Consulting | $33,750 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
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 | $87,522 | $88,874-1.5% | $123,553-29.2% | $75,289+16.2% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.3%+5.5pp | 72.4%+15.3pp |
| Annual return | -2.41% | 4.22%-6.6pp | 119.21%-121.6pp | -0.04%-2.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,177 | $6,174+16.2% | $6,426+11.7% | $3,739+92.0% |
| Admin fee / account holder | $44 | $95-53.9% | $9,284-99.5% | $102-57.4% |