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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 | $91,695+1.3% | $67,575+37.5% | $77,736+19.5% |
| Participation rate | 98.6% | 76.0%+22.5pp | 72.9%+25.6pp | 70.6%+28.0pp |
| Annual return | 13.64% | 14.88%-1.2pp | 3528.98%-3515.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,384 | $3,189+6.1% | $2,736+23.7% | $2,728+24.1% |
| Participant deferral / active EE | $6,148 | $3,912+57.1% | $4,003+53.6% | $4,651+32.2% |
| Admin fee / account holder | $88 | $245-64.0% | $3,993-97.8% | $433-79.6% |