Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $91,857 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,350 |
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 | $93,538 | $91,695+2.0% | $67,575+38.4% | $77,736+20.3% |
| Participation rate | 97.1% | 76.0%+21.1pp | 72.9%+24.2pp | 70.6%+26.6pp |
| Annual return | 12.61% | 14.88%-2.3pp | 3528.98%-3516.4pp | 31.26%-18.7pp |
| Employer contribution / active EE | $6,029 | $3,189+89.1% | $2,736+120.4% | $2,728+121.0% |
| Participant deferral / active EE | $4,538 | $3,912+16.0% | $4,003+13.3% | $4,651-2.4% |
| Admin fee / account holder | $122 | $245-50.0% | $3,993-96.9% | $433-71.8% |