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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,034 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $9,900 |
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $300 |
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 | $161,280 | $179,444-10.1% | $63,803+152.8% | - |
| Participation rate | 99.0% | 59.5%+39.5pp | 72.7%+26.3pp | - |
| Annual return | 10.55% | 15.96%-5.4pp | 543.72%-533.2pp | - |
| Employer contribution / active EE | $6,392 | $1,879+240.1% | $2,532+152.4% | - |
| Participant deferral / active EE | $7,450 | $3,588+107.7% | $3,843+93.9% | - |
| Admin fee / account holder | $93 | $21,474-99.6% | $5,196-98.2% | - |