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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $107,563 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $85,422 |
Filed as: CBIZ CPA'S PC Service code 10 · EIN 43-1947695 | Accounting | $20,879 |
AXIOM GLOBAL1 year Service code 29 · EIN 13-4099840 | Legal | $6,900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $366 |
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 | $219,257 | $84,045+160.9% | $77,361+183.4% | $69,255+216.6% |
| Participation rate | 70.1% | 71.8%-1.7pp | 75.0%-4.9pp | 69.0%+1.0pp |
| Annual return | 11.31% | 12.46%-1.1pp | 1011.54%-1000.2pp | 26.73%-15.4pp |
| Employer contribution / active EE | $4,522 | $2,954+53.0% | $2,990+51.2% | $2,645+70.9% |
| Participant deferral / active EE | $4,502 | $3,349+34.4% | $3,911+15.1% | $2,890+55.7% |
| Admin fee / account holder | $202 | $239-15.4% | $5,894-96.6% | $733-72.4% |