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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $7,656 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $450 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,687 | $60,989+66.7% | $60,906+67.0% | $66,938+51.9% |
| Participation rate | 78.7% | 74.5%+4.3pp | 73.1%+5.6pp | 69.8%+8.9pp |
| Annual return | -9.69% | -9.60%-0.1pp | 16.94%-26.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $2,207 | $2,661-17.0% | $2,703-18.3% | $2,545-13.3% |
| Participant deferral / active EE | $2,551 | $3,615-29.4% | $3,814-33.1% | $4,238-39.8% |
| Admin fee / account holder | $17 | $338-95.0% | $3,227-99.5% | $594-97.2% |