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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 | $67,594+76.7% | $77,361+54.4% | $69,733+71.3% |
| Participation rate | 95.9% | 71.7%+24.2pp | 75.0%+20.9pp | 62.5%+33.5pp |
| Annual return | 11.94% | 19.20%-7.3pp | 1011.54%-999.6pp | 15.22%-3.3pp |
| Employer contribution / active EE | $4,849 | $2,649+83.1% | $2,990+62.2% | $2,250+115.5% |
| Participant deferral / active EE | $7,981 | $3,401+134.6% | $3,911+104.1% | $3,054+161.3% |
| Admin fee / account holder | $58 | $1,159-95.0% | $5,894-99.0% | $3,102-98.1% |