Filed March 2, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $141,985 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $88,324 |
RBT CPAS, LLP1 year Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 | Accounting | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,305 | $86,795+91.6% | $67,681+145.7% | $64,728+156.9% |
| Participation rate | 97.6% | 71.7%+25.9pp | 73.7%+23.9pp | 57.9%+39.7pp |
| Annual return | 13.18% | 12.58%+0.6pp | 590.58%-577.4pp | 49.38%-36.2pp |
| Employer contribution / active EE | $6,014 | $2,837+111.9% | $2,678+124.5% | $2,243+168.2% |
| Participant deferral / active EE | $7,576 | $3,430+120.9% | $3,976+90.6% | $2,729+177.6% |
| Admin fee / account holder | $165 | $238-30.7% | $6,100-97.3% | $1,145-85.6% |