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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $36,886 |
CAPFINANCIAL PARTNERS LLC6 years Service code 16 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095731 | Consulting | $11,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,436 | $91,710+15.0% | $67,560+56.1% | $77,762+35.6% |
| Participation rate | 38.5% | 76.0%-37.6pp | 72.9%-34.5pp | 70.6%-32.1pp |
| Annual return | 17.81% | 14.88%+2.9pp | 3533.50%-3515.7pp | 31.27%-13.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,280 | $3,911-41.7% | $4,004-43.1% | $4,651-51.0% |
| Admin fee / account holder | $187 | $245-23.9% | $3,994-95.3% | $433-56.9% |