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 LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $84,507 |
RBT CPAS, LLP6 years Service code 10 · EIN 14-1604297 | Accounting | $14,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,343 | $79,151+60.9% | $60,906+109.1% | $64,819+96.5% |
| Participation rate | 92.7% | 77.7%+15.0pp | 73.1%+19.6pp | 71.5%+21.2pp |
| Annual return | -10.26% | -7.12%-3.1pp | 16.94%-27.2pp | 32.84%-43.1pp |
| Employer contribution / active EE | $4,940 | $3,052+61.9% | $2,703+82.8% | $2,507+97.1% |
| Participant deferral / active EE | $6,178 | $3,727+65.7% | $3,814+62.0% | $4,311+43.3% |
| Admin fee / account holder | $71 | $106-32.5% | $3,227-97.8% | $188-62.0% |