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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,561 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,053 | $83,884+30.0% | $64,097+70.1% | $74,473+46.4% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.3%-22.3pp | 70.7%-20.7pp |
| Annual return | 19.40% | 16.57%+2.8pp | 33.75%-14.3pp | 34.36%-15.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,228 | $3,692+41.6% | $3,881+34.7% | $4,530+15.4% |
| Admin fee / account holder | $84 | $196-57.2% | $3,070-97.3% | $347-75.8% |