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 | $83,575+18.8% | $66,439+49.5% | $65,191+52.3% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 63.0%+36.6pp |
| Annual return | 13.00% | 12.38%+0.6pp | 757.66%-744.7pp | 51.24%-38.2pp |
| Employer contribution / active EE | $5,914 | $2,903+103.7% | $2,637+124.3% | $2,400+146.4% |
| Participant deferral / active EE | $4,373 | $3,365+29.9% | $3,876+12.8% | $2,671+63.7% |
| Admin fee / account holder | $129 | $234-44.9% | $6,173-97.9% | $907-85.8% |