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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $48,000 |
RBT CPAS, LLP2 years Service code 10 · EIN 14-1604297 | Accounting | $13,000 |
BOUTWELL FAY LLP1 year Service code 28 · EIN 33-0802931 | Investment Management | $11,635 |
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 | $96,287 | $70,083+37.4% | $59,899+60.7% | $55,725+72.8% |
| Participation rate | 97.2% | 78.4%+18.8pp | 74.7%+22.5pp | 70.9%+26.3pp |
| Annual return | -2.33% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $4,267 | $2,878+48.2% | $2,723+56.7% | $2,078+105.3% |
| Participant deferral / active EE | $4,482 | $3,079+45.6% | $3,402+31.7% | $3,356+33.6% |
| Admin fee / account holder | $42 | $70-40.9% | $3,592-98.8% | $115-63.9% |