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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $12,036 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $11,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,844 | $83,884-31.0% | $64,101-9.8% | $74,460-22.3% |
| Participation rate | 97.9% | 76.6%+21.3pp | 72.3%+25.6pp | 70.7%+27.1pp |
| Annual return | 15.40% | 16.57%-1.2pp | 33.72%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,478 | $3,084-52.1% | $2,749-46.2% | $2,638-44.0% |
| Participant deferral / active EE | $1,821 | $3,692-50.7% | $3,881-53.1% | $4,530-59.8% |
| Admin fee / account holder | $21 | $196-89.2% | $3,070-99.3% | $348-93.9% |