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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 | $91,621-23.2% | $67,511+4.3% | $77,671-9.4% |
| Participation rate | 98.5% | 76.0%+22.5pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 12.49% | 14.87%-2.4pp | 3517.41%-3504.9pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,848 | $3,184-42.0% | $2,733-32.4% | $2,726-32.2% |
| Participant deferral / active EE | $2,661 | $3,906-31.9% | $4,000-33.5% | $4,648-42.7% |
| Admin fee / account holder | $230 | $176+30.5% | $3,999-94.2% | $430-46.5% |