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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $26,225 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,053 |
PKF O'CONNOR DAVIES, LLP4+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $9,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,850 | $65,946+4.4% | $81,783-15.8% | $77,671-11.4% |
| Participation rate | 96.9% | 65.8%+31.1pp | 72.4%+24.6pp | 70.6%+26.3pp |
| Annual return | 14.36% | 26.65%-12.3pp | 775.05%-760.7pp | 31.21%-16.8pp |
| Employer contribution / active EE | $5,931 | $2,371+150.1% | $2,913+103.6% | $2,726+117.5% |
| Participant deferral / active EE | $5,247 | $3,507+49.6% | $4,320+21.4% | $4,648+12.9% |
| Admin fee / account holder | $100 | $527-80.9% | $7,380-98.6% | $430-76.7% |