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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 | $181,004-10.9% | $66,439+142.7% | - |
| Participation rate | 99.0% | 58.9%+40.1pp | 74.5%+24.5pp | - |
| Annual return | 10.55% | 7.93%+2.6pp | 757.66%-747.1pp | - |
| Employer contribution / active EE | $6,392 | $1,877+240.4% | $2,637+142.4% | - |
| Participant deferral / active EE | $7,450 | $3,727+99.9% | $3,876+92.2% | - |
| Admin fee / account holder | $93 | $33,727-99.7% | $6,173-98.5% | - |