Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $368,122 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,413 |
ZELENKOFSKE AXELROD LLC11+ years Service code 10 · EIN 23-3022325 | Accounting | $26,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,804 | $95,255+121.3% | $63,803+230.4% | $100,573+109.6% |
| Participation rate | 75.2% | 69.8%+5.5pp | 72.7%+2.5pp | 70.9%+4.3pp |
| Annual return | 15.36% | 15.13%+0.2pp | 543.72%-528.4pp | 18.89%-3.5pp |
| Employer contribution / active EE | $6,691 | $3,105+115.5% | $2,532+164.2% | $3,763+77.8% |
| Participant deferral / active EE | $5,953 | $3,889+53.1% | $3,843+54.9% | $4,921+21.0% |
| Admin fee / account holder | $240 | $139+73.2% | $5,196-95.4% | $454-47.0% |