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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,032 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $17,200 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,923 | $91,692+1.3% | $67,561+37.5% | $77,714+19.6% |
| Participation rate | 98.6% | 76.0%+22.5pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 13.64% | 14.88%-1.2pp | 3525.44%-3511.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,384 | $3,188+6.2% | $2,735+23.7% | $2,727+24.1% |
| Participant deferral / active EE | $6,148 | $3,912+57.2% | $4,003+53.6% | $4,649+32.2% |
| Admin fee / account holder | $88 | $245-63.9% | $4,006-97.8% | $433-79.6% |