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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $99,046 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,072 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $37,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,363 | $83,884+97.1% | $64,101+158.0% | $74,460+122.1% |
| Participation rate | 70.8% | 76.6%-5.8pp | 72.3%-1.5pp | 70.7%0pp |
| Annual return | 14.34% | 16.57%-2.2pp | 33.72%-19.4pp | 34.38%-20.0pp |
| Employer contribution / active EE | $959 | $3,084-68.9% | $2,749-65.1% | $2,638-63.6% |
| Participant deferral / active EE | $3,435 | $3,692-7.0% | $3,881-11.5% | $4,530-24.2% |
| Admin fee / account holder | $213 | $196+8.5% | $3,070-93.1% | $348-38.8% |