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 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 | $93,351+78.2% | $62,929+164.3% | $79,634+108.8% |
| Participation rate | 97.6% | 74.6%+23.0pp | 73.1%+24.5pp | 62.5%+35.1pp |
| Annual return | 13.18% | 14.37%-1.2pp | 1063.93%-1050.7pp | 36.46%-23.3pp |
| Employer contribution / active EE | $6,014 | $3,135+91.8% | $2,505+140.1% | $2,529+137.8% |
| Participant deferral / active EE | $7,576 | $3,921+93.2% | $3,888+94.8% | $3,835+97.6% |
| Admin fee / account holder | $165 | $229-27.9% | $5,065-96.7% | $1,002-83.5% |