Filed April 13, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $76,945 |
TIAA4 years Filed as: TIAA-CREF Service code 49 · EIN 13-1624203 | Other Services | $48,692 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $660 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,677 | $91,710+73.0% | $67,560+134.9% | $77,762+104.1% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.3pp | 70.6%+25.6pp |
| Annual return | 15.06% | 14.88%+0.2pp | 3533.50%-3518.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $4,331 | $3,187+35.9% | $2,737+58.3% | $2,728+58.8% |
| Participant deferral / active EE | $3,787 | $3,911-3.2% | $4,004-5.4% | $4,651-18.6% |
| Admin fee / account holder | $136 | $245-44.4% | $3,994-96.6% | $433-68.5% |