Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $83,887 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $25,000 |
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 | $79,334 | $79,151+0.2% | $60,919+30.2% | $64,824+22.4% |
| Participation rate | 97.4% | 77.7%+19.7pp | 73.1%+24.3pp | 71.5%+25.9pp |
| Annual return | -11.31% | -7.12%-4.2pp | 16.96%-28.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $5,658 | $3,052+85.4% | $2,704+109.3% | $2,507+125.7% |
| Participant deferral / active EE | $4,185 | $3,727+12.3% | $3,814+9.7% | $4,311-2.9% |
| Admin fee / account holder | $122 | $106+15.1% | $3,228-96.2% | $188-35.2% |