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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,305 | $96,018+73.2% | $65,493+153.9% | $85,563+94.4% |
| Participation rate | 97.6% | 74.8%+22.8pp | 73.1%+24.5pp | 66.0%+31.6pp |
| Annual return | 13.18% | 14.51%-1.3pp | 982.45%-969.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | $6,014 | $3,235+85.9% | $2,574+133.6% | $2,654+126.6% |
| Participant deferral / active EE | $7,576 | $4,055+86.8% | $3,961+91.3% | $4,375+73.2% |
| Admin fee / account holder | $165 | $271-39.0% | $5,028-96.7% | $834-80.2% |