Filed December 16, 2024 (most recent of 15 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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $62,374 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,075 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,798 |
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 | $193,199 | $91,680+110.7% | $67,524+186.1% | $77,692+148.7% |
| Participation rate | 87.2% | 76.0%+11.2pp | 72.9%+14.3pp | 70.6%+16.6pp |
| Annual return | 11.31% | 14.87%-3.6pp | 3519.41%-3508.1pp | 31.25%-19.9pp |
| Employer contribution / active EE | $15,601 | $3,186+389.7% | $2,734+470.6% | $2,726+472.2% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $4,001-100.0% | $4,648-100.0% |
| Admin fee / account holder | $118 | $176-32.8% | $4,001-97.0% | $431-72.5% |