Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $139,616 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,219 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $15,275 |
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 | $393,355 | $46,339+748.9% | $143,801+173.5% | $64,829+506.8% |
| Participation rate | 96.1% | 64.3%+31.8pp | 80.3%+15.8pp | 71.5%+24.6pp |
| Annual return | -13.79% | -10.05%-3.7pp | -0.04%-13.7pp | 32.85%-46.6pp |
| Employer contribution / active EE | $18,983 | $1,911+893.3% | $4,952+283.3% | $2,507+657.2% |
| Participant deferral / active EE | $20,556 | $2,648+676.3% | $5,639+264.6% | $4,312+376.8% |
| Admin fee / account holder | $187 | $154+21.6% | $14,680-98.7% | $188-0.4% |