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 LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $64,869 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,320 |
RBT CPAS, LLP8 years Service code 10 · EIN 14-1604297 | Accounting | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,057 | $91,680+69.1% | $67,524+129.6% | $77,692+99.6% |
| Participation rate | 96.9% | 76.0%+20.9pp | 72.9%+24.0pp | 70.6%+26.4pp |
| Annual return | 11.38% | 14.87%-3.5pp | 3519.41%-3508.0pp | 31.25%-19.9pp |
| Employer contribution / active EE | $6,216 | $3,186+95.1% | $2,734+127.4% | $2,726+128.0% |
| Participant deferral / active EE | $7,685 | $3,909+96.6% | $4,001+92.0% | $4,648+65.3% |
| Admin fee / account holder | $96 | $176-45.7% | $4,001-97.6% | $431-77.8% |