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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $17,654 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,867 | $69,774+53.2% | $67,561+58.2% | $74,429+43.6% |
| Participation rate | 94.1% | 71.4%+22.7pp | 72.9%+21.2pp | 67.2%+26.9pp |
| Annual return | 11.61% | -40.53%+52.1pp | 3525.44%-3513.8pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $219 | $2,710-91.9% | $2,735-92.0% | $2,625-91.7% |
| Participant deferral / active EE | $1,998 | $3,636-45.0% | $4,003-50.1% | $4,348-54.0% |
| Admin fee / account holder | $75 | $890-91.6% | $4,006-98.1% | $1,944-96.1% |