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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,466 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $6,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,713 | $69,774+81.6% | $67,561+87.6% | $74,429+70.2% |
| Participation rate | 90.7% | 71.4%+19.3pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 56.81% | -40.53%+97.3pp | 3525.44%-3468.6pp | 1368.38%-1311.6pp |
| Employer contribution / active EE | $4,289 | $2,710+58.3% | $2,735+56.8% | $2,625+63.4% |
| Participant deferral / active EE | $6,648 | $3,636+82.8% | $4,003+66.1% | $4,348+52.9% |
| Admin fee / account holder | $50 | $890-94.4% | $4,006-98.8% | $1,944-97.4% |