Filed April 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $114,101 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $21,060 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,488 |
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 | $450,986 | $47,135+856.8% | $149,717+201.2% | $74,440+505.8% |
| Participation rate | 85.9% | 63.4%+22.5pp | 78.8%+7.2pp | 70.7%+15.2pp |
| Annual return | 16.89% | 22.75%-5.9pp | 134.41%-117.5pp | 34.37%-17.5pp |
| Employer contribution / active EE | $18,246 | $1,906+857.4% | $4,820+278.6% | $2,638+591.7% |
| Participant deferral / active EE | $19,792 | $2,728+625.4% | $5,682+248.3% | $4,529+337.0% |
| Admin fee / account holder | $140 | $343-59.1% | $13,213-98.9% | $348-59.7% |