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 | $93,351+6.4% | $62,929+57.8% | $79,634+24.7% |
| Participation rate | 99.6% | 74.6%+25.0pp | 73.1%+26.5pp | 62.5%+37.1pp |
| Annual return | 13.00% | 14.37%-1.4pp | 1063.93%-1050.9pp | 36.46%-23.5pp |
| Employer contribution / active EE | $5,914 | $3,135+88.7% | $2,505+136.1% | $2,529+133.8% |
| Participant deferral / active EE | $4,373 | $3,921+11.5% | $3,888+12.5% | $3,835+14.0% |
| Admin fee / account holder | $129 | $229-43.7% | $5,065-97.5% | $1,002-87.1% |