Filed April 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,865 |
CAP FINANCIAL PARTNERS, LLC8+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $18,910 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $16,500 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,589 | $95,388+8.6% | $125,401-17.4% | $77,906+33.0% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.7pp | 73.7%+18.4pp |
| Annual return | -11.30% | 116.19%-127.5pp | 572.53%-583.8pp | 12.16%-23.5pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $8,525 | $7,711+10.6% | $7,448+14.5% | $4,805+77.4% |
| Admin fee / account holder | $87 | $119-26.4% | $10,008-99.1% | $133-34.0% |