Filed March 14, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $91,692+102.5% | $67,561+174.8% | $77,714+138.9% |
| Participation rate | 99.3% | 76.0%+23.2pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 12.93% | 14.88%-1.9pp | 3525.44%-3512.5pp | 31.26%-18.3pp |
| Employer contribution / active EE | $7,121 | $3,188+123.4% | $2,735+160.4% | $2,727+161.1% |
| Participant deferral / active EE | $7,023 | $3,912+79.5% | $4,003+75.4% | $4,649+51.1% |
| Admin fee / account holder | $152 | $245-38.1% | $4,006-96.2% | $433-65.0% |