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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 | $93,351+134.9% | $62,929+248.4% | $79,634+175.3% |
| Participation rate | 70.1% | 74.6%-4.6pp | 73.1%-3.1pp | 62.5%+7.6pp |
| Annual return | 11.31% | 14.37%-3.1pp | 1063.93%-1052.6pp | 36.46%-25.1pp |
| Employer contribution / active EE | $4,522 | $3,135+44.2% | $2,505+80.5% | $2,529+78.8% |
| Participant deferral / active EE | $4,502 | $3,921+14.8% | $3,888+15.8% | $3,835+17.4% |
| Admin fee / account holder | $202 | $229-11.7% | $5,065-96.0% | $1,002-79.8% |