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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 | $14,350 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $13,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,595 | $91,680-31.7% | $67,524-7.3% | $77,692-19.4% |
| Participation rate | 97.4% | 76.0%+21.4pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 12.94% | 14.87%-1.9pp | 3519.41%-3506.5pp | 31.25%-18.3pp |
| Employer contribution / active EE | $1,248 | $3,186-60.8% | $2,734-54.4% | $2,726-54.2% |
| Participant deferral / active EE | $1,565 | $3,909-60.0% | $4,001-60.9% | $4,648-66.3% |
| Admin fee / account holder | $26 | $176-85.3% | $4,001-99.4% | $431-94.0% |