Filed March 2, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $64,869 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,320 |
RBT CPAS, LLP8 years Service code 10 · EIN 14-1604297 | Accounting | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,057 | $91,710+69.1% | $67,560+129.5% | $77,762+99.4% |
| Participation rate | 96.9% | 76.0%+20.9pp | 72.9%+24.0pp | 70.6%+26.4pp |
| Annual return | 11.38% | 14.88%-3.5pp | 3533.50%-3522.1pp | 31.27%-19.9pp |
| Employer contribution / active EE | $6,216 | $3,187+95.0% | $2,737+127.1% | $2,728+127.9% |
| Participant deferral / active EE | $7,685 | $3,911+96.5% | $4,004+91.9% | $4,651+65.2% |
| Admin fee / account holder | $96 | $245-60.9% | $3,994-97.6% | $433-77.9% |