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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $48,000 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 | Accounting | $18,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,201 |
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 | $117,346 | $95,542+22.8% | $69,464+68.9% | $67,579+73.6% |
| Participation rate | 94.0% | 79.4%+14.6pp | 74.6%+19.4pp | 71.3%+22.7pp |
| Annual return | 17.38% | 17.67%-0.3pp | 28.98%-11.6pp | 378.56%-361.2pp |
| Employer contribution / active EE | $4,490 | $2,989+50.2% | $2,779+61.6% | $2,148+109.1% |
| Participant deferral / active EE | $4,766 | $3,263+46.1% | $3,536+34.8% | $3,539+34.7% |
| Admin fee / account holder | $45 | $90-49.4% | $3,840-98.8% | $142-68.1% |