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 | $91,710+102.5% | $67,560+174.8% | $77,762+138.8% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.3pp | 70.6%+28.7pp |
| Annual return | 12.93% | 14.88%-1.9pp | 3533.50%-3520.6pp | 31.27%-18.3pp |
| Employer contribution / active EE | $7,121 | $3,187+123.4% | $2,737+160.2% | $2,728+161.0% |
| Participant deferral / active EE | $7,023 | $3,911+79.6% | $4,004+75.4% | $4,651+51.0% |
| Admin fee / account holder | $152 | $245-38.1% | $3,994-96.2% | $433-65.0% |