Filed April 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $149,440 |
CAP FINANCIAL PARTNERS, LLC9+ years Service code 16 · EIN 26-0058143 | Consulting | $67,500 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $17,000 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $14,370 |
MERCER6 years Service code 16 · EIN 13-2834414 | Consulting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,359 | $107,415+5.5% | $135,998-16.6% | $80,187+41.4% |
| Participation rate | 91.9% | 78.0%+13.9pp | 81.9%+10.0pp | 72.9%+19.0pp |
| Annual return | 14.94% | 91.99%-77.1pp | 68.37%-53.4pp | 40.40%-25.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $8,107 | $8,189-1.0% | $7,761+4.5% | $5,016+61.6% |
| Admin fee / account holder | $85 | $127-33.0% | $10,769-99.2% | $145-41.3% |