Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $154,521 |
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $112,678 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,784 |
BAKER TILLY US, LLP3 years Service code 29 · EIN 30-1413443 | Legal | $8,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $182,922 | $113,568+61.1% | $67,524+170.9% | $199,874-8.5% |
| Participation rate | 93.9% | 73.3%+20.6pp | 72.9%+21.0pp | 72.0%+21.9pp |
| Annual return | 14.27% | 15.88%-1.6pp | 3519.41%-3505.1pp | 34.28%-20.0pp |
| Employer contribution / active EE | $7,247 | $3,409+112.6% | $2,734+165.1% | $3,036+138.7% |
| Participant deferral / active EE | $7,569 | $4,163+81.8% | $4,001+89.2% | $5,090+48.7% |
| Admin fee / account holder | $108 | $102+5.4% | $4,001-97.3% | $269-59.9% |