Filed April 13, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $70,633 |
TIAA3 years Filed as: TIAA-CREF Service code 49 · EIN 13-1624203 | Other Services | $40,567 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $735 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,298 | $83,884+75.6% | $64,101+129.8% | $74,460+97.8% |
| Participation rate | 96.8% | 76.6%+20.2pp | 72.3%+24.5pp | 70.7%+26.1pp |
| Annual return | 16.06% | 16.57%-0.5pp | 33.72%-17.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,134 | $3,084+34.1% | $2,749+50.4% | $2,638+56.7% |
| Participant deferral / active EE | $3,488 | $3,692-5.5% | $3,881-10.1% | $4,530-23.0% |
| Admin fee / account holder | $111 | $196-43.2% | $3,070-96.4% | $348-68.0% |