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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 | $65,960+4.4% | $81,882-15.9% | $77,762-11.5% |
| Participation rate | 96.9% | 65.8%+31.2pp | 72.4%+24.5pp | 70.6%+26.3pp |
| Annual return | 14.36% | 26.64%-12.3pp | 779.47%-765.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $5,931 | $2,375+149.7% | $2,916+103.4% | $2,728+117.4% |
| Participant deferral / active EE | $5,247 | $3,505+49.7% | $4,323+21.4% | $4,651+12.8% |
| Admin fee / account holder | $100 | $526-80.9% | $7,360-98.6% | $433-76.8% |