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 | $86,795+14.4% | $67,681+46.7% | $64,728+53.4% |
| Participation rate | 99.6% | 71.7%+28.0pp | 73.7%+25.9pp | 57.9%+41.7pp |
| Annual return | 13.00% | 12.58%+0.4pp | 590.58%-577.6pp | 49.38%-36.4pp |
| Employer contribution / active EE | $5,914 | $2,837+108.4% | $2,678+120.8% | $2,243+163.7% |
| Participant deferral / active EE | $4,373 | $3,430+27.5% | $3,976+10.0% | $2,729+60.2% |
| Admin fee / account holder | $129 | $238-45.9% | $6,100-97.9% | $1,145-88.7% |