Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $214,889 |
CAPFINANCIAL PARTNERS LLC7 years Service code 28 · EIN 26-0058143 | Investment Management | $8,000 |
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 | $185,669 | $91,680+102.5% | $67,524+175.0% | $77,692+139.0% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 12.93% | 14.87%-1.9pp | 3519.41%-3506.5pp | 31.25%-18.3pp |
| Employer contribution / active EE | $7,121 | $3,186+123.5% | $2,734+160.5% | $2,726+161.2% |
| Participant deferral / active EE | $7,023 | $3,909+79.7% | $4,001+75.5% | $4,648+51.1% |
| Admin fee / account holder | $152 | $176-14.0% | $4,001-96.2% | $431-64.8% |