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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 | $65,084+83.5% | $67,681+76.5% | $64,340+85.6% |
| Participation rate | 95.9% | 66.7%+29.2pp | 73.7%+22.2pp | 55.2%+40.7pp |
| Annual return | 11.94% | 20.50%-8.6pp | 590.58%-578.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $4,849 | $2,398+102.2% | $2,678+81.1% | $1,862+160.5% |
| Participant deferral / active EE | $7,981 | $3,210+148.6% | $3,976+100.7% | $2,980+167.8% |
| Admin fee / account holder | $58 | $1,415-95.9% | $6,100-99.0% | $3,703-98.4% |