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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $36,096 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $21,305 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $3,562 |
NEAL FINANCIAL GROUP, LP2 years Filed as: NEAL GERBER & EISENBERG LLP Service code 29 · EIN 36-3532950 | Legal | $196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $722,730 | $51,226+1310.9% | $82,744+773.5% | $66,938+979.7% |
| Participation rate | 78.1% | 67.9%+10.2pp | 72.6%+5.6pp | 69.8%+8.3pp |
| Annual return | -16.02% | -9.61%-6.4pp | 702.22%-718.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $25,768 | $2,612+886.4% | $3,008+756.6% | $2,545+912.4% |
| Participant deferral / active EE | $14,154 | $3,460+309.1% | $4,395+222.1% | $4,238+234.0% |
| Admin fee / account holder | $538 | $416+29.5% | $5,325-89.9% | $594-9.4% |