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 LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $141,985 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $88,324 |
RBT CPAS, LLP1 year Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 | Accounting | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,305 | $92,071+80.6% | $63,803+160.7% | $71,012+134.2% |
| Participation rate | 97.6% | 73.7%+23.9pp | 72.7%+24.9pp | 58.6%+39.0pp |
| Annual return | 13.18% | 13.14%0pp | 543.72%-530.5pp | 37.67%-24.5pp |
| Employer contribution / active EE | $6,014 | $3,085+94.9% | $2,532+137.5% | $2,348+156.1% |
| Participant deferral / active EE | $7,576 | $3,765+101.2% | $3,843+97.1% | $3,246+133.4% |
| Admin fee / account holder | $165 | $227-27.1% | $5,196-96.8% | $1,167-85.9% |