Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $186,498 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $58,825 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $43,500 |
CAMMACK LARHETTE ADVISORS7+ years Service code 17 · EIN 13-3052851 | Pension Consulting | $14,500 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $8,356 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,176 | $120,057+158.4% | $75,728+309.6% | $93,010+233.5% |
| Participation rate | 92.7% | 77.3%+15.4pp | 74.8%+17.9pp | 73.9%+18.8pp |
| Annual return | 12.75% | 19.62%-6.9pp | 104.66%-91.9pp | 158.70%-146.0pp |
| Employer contribution / active EE | $7,190 | $3,253+121.0% | $2,743+162.1% | $2,705+165.8% |
| Participant deferral / active EE | $6,811 | $4,089+66.6% | $3,820+78.3% | $4,561+49.3% |
| Admin fee / account holder | $81 | $81-0.3% | $3,620-97.8% | $152-46.5% |