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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $8,867 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,365 |
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 | $119,434 | $64,705+84.6% | $62,929+89.8% | $67,986+75.7% |
| Participation rate | 95.9% | 65.6%+30.3pp | 73.1%+22.8pp | 57.2%+38.7pp |
| Annual return | 11.94% | 20.31%-8.4pp | 1063.93%-1052.0pp | 31.67%-19.7pp |
| Employer contribution / active EE | $4,849 | $2,376+104.1% | $2,505+93.6% | $2,019+140.2% |
| Participant deferral / active EE | $7,981 | $3,198+149.6% | $3,888+105.3% | $3,358+137.7% |
| Admin fee / account holder | $58 | $1,428-95.9% | $5,065-98.8% | $3,203-98.2% |