Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $358,397 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,954 |
ZELENKOFSKE AXELROD LLC10+ years Service code 10 · EIN 23-3022325 | Accounting | $24,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,987 | $113,568+64.6% | $67,561+176.8% | $199,921-6.5% |
| Participation rate | 73.8% | 73.3%+0.4pp | 72.9%+0.9pp | 72.0%+1.8pp |
| Annual return | 11.13% | 15.88%-4.8pp | 3525.44%-3514.3pp | 34.28%-23.2pp |
| Employer contribution / active EE | $6,149 | $3,409+80.4% | $2,735+124.8% | $3,035+102.6% |
| Participant deferral / active EE | $5,422 | $4,163+30.3% | $4,003+35.5% | $5,089+6.6% |
| Admin fee / account holder | $234 | $102+128.3% | $4,006-94.2% | $269-13.1% |