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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $48,000 |
RBT CPAS, LLP4 years Service code 10 · EIN 14-1604297 | Accounting | $13,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,730 |
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 | $134,366 | $84,948+58.2% | $70,476+90.7% | $73,412+83.0% |
| Participation rate | 96.7% | 79.9%+16.7pp | 75.1%+21.6pp | 72.2%+24.5pp |
| Annual return | 11.77% | 13.39%-1.6pp | 109.12%-97.3pp | 59.30%-47.5pp |
| Employer contribution / active EE | $5,633 | $2,834+98.8% | $2,738+105.8% | $2,234+152.2% |
| Participant deferral / active EE | $6,262 | $3,387+84.9% | $3,710+68.8% | $3,806+64.5% |
| Admin fee / account holder | $45 | $98-53.8% | $3,847-98.8% | $158-71.3% |