Filed July 14, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $38,772 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $11,057 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,450 | $91,710+27.0% | $67,560+72.4% | $77,762+49.8% |
| Participation rate | 94.7% | 76.0%+18.7pp | 72.9%+21.7pp | 70.6%+24.1pp |
| Annual return | 12.63% | 14.88%-2.2pp | 3533.50%-3520.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $4,212 | $3,187+32.1% | $2,737+53.9% | $2,728+54.4% |
| Participant deferral / active EE | $6,982 | $3,911+78.5% | $4,004+74.4% | $4,651+50.1% |
| Admin fee / account holder | $90 | $245-63.1% | $3,994-97.7% | $433-79.1% |