Filed April 13, 2022 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,677 | $91,680+73.1% | $67,524+135.0% | $77,692+104.2% |
| Participation rate | 96.2% | 76.0%+20.2pp | 72.9%+23.3pp | 70.6%+25.7pp |
| Annual return | 15.06% | 14.87%+0.2pp | 3519.41%-3504.3pp | 31.25%-16.2pp |
| Employer contribution / active EE | $4,331 | $3,186+36.0% | $2,734+58.4% | $2,726+58.9% |
| Participant deferral / active EE | $3,787 | $3,909-3.1% | $4,001-5.4% | $4,648-18.5% |
| Admin fee / account holder | $136 | $176-22.7% | $4,001-96.6% | $431-68.4% |