Filed April 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,923 |
CAP FINANCIAL PARTNERS, LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $50,625 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $26,102 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $17,500 |
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 | $121,842 | $122,219-0.3% | $147,096-17.2% | $199,921-39.1% |
| Participation rate | 92.6% | 78.3%+14.3pp | 82.2%+10.4pp | 72.0%+20.6pp |
| Annual return | 11.64% | 30.59%-18.9pp | 419.75%-408.1pp | 34.28%-22.6pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $8,504 | $8,5030% | $8,071+5.4% | $5,089+67.1% |
| Admin fee / account holder | $93 | $179-48.3% | $13,005-99.3% | $269-65.6% |