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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $87,132 |
RBT CPAS, LLP7 years Service code 10 · EIN 14-1604297 | Accounting | $15,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,528 | $83,884+68.7% | $64,101+120.8% | $74,460+90.1% |
| Participation rate | 97.4% | 76.6%+20.8pp | 72.3%+25.1pp | 70.7%+26.7pp |
| Annual return | 13.44% | 16.57%-3.1pp | 33.72%-20.3pp | 34.38%-20.9pp |
| Employer contribution / active EE | $5,729 | $3,084+85.8% | $2,749+108.4% | $2,638+117.2% |
| Participant deferral / active EE | $7,136 | $3,692+93.3% | $3,881+83.9% | $4,530+57.5% |
| Admin fee / account holder | $71 | $196-63.8% | $3,070-97.7% | $348-79.6% |