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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $26,660 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $17,100 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,598 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,001 | $51,226+19.1% | $82,744-26.3% | $66,938-8.9% |
| Participation rate | 96.2% | 67.9%+28.3pp | 72.6%+23.7pp | 69.8%+26.4pp |
| Annual return | -15.49% | -9.61%-5.9pp | 702.22%-717.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,041 | $2,612+54.7% | $3,008+34.4% | $2,545+58.8% |
| Participant deferral / active EE | $5,528 | $3,460+59.8% | $4,395+25.8% | $4,238+30.4% |
| Admin fee / account holder | $105 | $416-74.7% | $5,325-98.0% | $594-82.3% |