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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $36,050 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $34,216 |
HUNTINGDON COLLEGE1 year Filed as: HUNTINGDON COLLETE Service code 10 · EIN 63-0288841 1500 E FAIRVIEW AVE · MONTGOMERY, AL 36106 | Accounting | $28,675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $91,695-23.2% | $67,575+4.2% | $77,736-9.4% |
| Participation rate | 98.5% | 76.0%+22.5pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 12.49% | 14.88%-2.4pp | 3528.98%-3516.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,848 | $3,189-42.1% | $2,736-32.4% | $2,728-32.3% |
| Participant deferral / active EE | $2,661 | $3,912-32.0% | $4,003-33.5% | $4,651-42.8% |
| Admin fee / account holder | $230 | $245-6.0% | $3,993-94.2% | $433-46.9% |