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 | $50,919+888.3% | $155,556+223.5% | $77,762+547.1% |
| Participation rate | 65.3% | 63.1%+2.3pp | 78.2%-12.9pp | 70.6%-5.2pp |
| Annual return | 15.00% | 34.84%-19.8pp | 64.84%-49.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $12,845 | $1,991+545.0% | $4,675+174.7% | $2,728+370.9% |
| Participant deferral / active EE | $15,777 | $2,824+458.6% | $5,631+180.2% | $4,651+239.2% |
| Admin fee / account holder | $130 | $437-70.2% | $15,885-99.2% | $433-69.9% |