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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $45,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $577 |
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 | $116,478 | $74,552+56.2% | $63,018+84.8% | $69,631+67.3% |
| Participation rate | 97.1% | 78.3%+18.9pp | 74.8%+22.3pp | 70.7%+26.4pp |
| Annual return | 14.52% | 15.77%-1.2pp | 87.62%-73.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $5,425 | $2,929+85.2% | $2,761+96.5% | $2,032+167.0% |
| Participant deferral / active EE | $2,511 | $2,974-15.6% | $3,330-24.6% | $3,224-22.1% |
| Admin fee / account holder | $40 | $59-32.8% | $3,601-98.9% | $110-63.8% |