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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $11,582 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,960 |
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 | $90,130 | $74,706+20.6% | $75,714+19.0% | $79,391+13.5% |
| Participation rate | 87.0% | 75.3%+11.6pp | 74.8%+12.1pp | 70.7%+16.2pp |
| Annual return | 14.28% | 18.52%-4.2pp | 104.62%-90.3pp | 116.88%-102.6pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,257 | $3,533+48.8% | $3,820+37.6% | $4,046+29.9% |
| Admin fee / account holder | $55 | $374-85.4% | $3,619-98.5% | $627-91.3% |