Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $91,423 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,500 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $22,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,226 | $50,812+890.4% | $155,602+223.4% | $77,692+547.7% |
| Participation rate | 65.3% | 63.1%+2.2pp | 78.2%-12.9pp | 70.6%-5.2pp |
| Annual return | 15.00% | 34.85%-19.8pp | 64.81%-49.8pp | 31.25%-16.2pp |
| Employer contribution / active EE | $12,845 | $1,989+545.9% | $4,675+174.8% | $2,726+371.2% |
| Participant deferral / active EE | $15,777 | $2,822+459.0% | $5,629+180.3% | $4,648+239.4% |
| Admin fee / account holder | $130 | $436-70.1% | $15,923-99.2% | $431-69.8% |