Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $105,116 |
CAP FINANCIAL PARTNERS, LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
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 | $99,311 | $84,045+18.2% | $77,361+28.4% | $69,255+43.4% |
| Participation rate | 99.6% | 71.8%+27.8pp | 75.0%+24.6pp | 69.0%+30.6pp |
| Annual return | 13.00% | 12.46%+0.5pp | 1011.54%-998.5pp | 26.73%-13.7pp |
| Employer contribution / active EE | $5,914 | $2,954+100.2% | $2,990+97.8% | $2,645+123.6% |
| Participant deferral / active EE | $4,373 | $3,349+30.6% | $3,911+11.8% | $2,890+51.3% |
| Admin fee / account holder | $129 | $239-46.0% | $5,894-97.8% | $733-82.4% |