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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 | $86,795+152.6% | $67,681+224.0% | $64,728+238.7% |
| Participation rate | 70.1% | 71.7%-1.6pp | 73.7%-3.7pp | 57.9%+12.2pp |
| Annual return | 11.31% | 12.58%-1.3pp | 590.58%-579.3pp | 49.38%-38.1pp |
| Employer contribution / active EE | $4,522 | $2,837+59.3% | $2,678+68.8% | $2,243+101.6% |
| Participant deferral / active EE | $4,502 | $3,430+31.3% | $3,976+13.2% | $2,729+64.9% |
| Admin fee / account holder | $202 | $238-15.1% | $6,100-96.7% | $1,145-82.3% |