Filed April 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150,124 |
CAP FINANCIAL PARTNERS, LLC6+ years Service code 16 · EIN 26-0058143 | Consulting | $70,987 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $30,556 |
Employer contribution per participant 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 | $112,334 | $127,481-11.9% | $149,751-25.0% | $90,274+24.4% |
| Participation rate | 90.2% | 78.2%+12.0pp | 82.5%+7.7pp | 73.4%+16.9pp |
| Annual return | 14.63% | 57.78%-43.2pp | 276.71%-262.1pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,440 | $6,975+6.7% | $6,843+8.7% | $4,231+75.9% |
| Admin fee / account holder | $93 | $152-38.5% | $9,312-99.0% | $114-18.2% |