Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $26,250 |
PRAIRIEVIEW PARTNERS, LLC5+ years Service code 28 · EIN 26-1121555 | Investment Management | $10,625 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,460 |
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 | $147,397 | $95,542+54.3% | $69,480+112.1% | $67,584+118.1% |
| Participation rate | 99.7% | 79.4%+20.4pp | 74.6%+25.1pp | 71.3%+28.4pp |
| Annual return | 19.07% | 17.67%+1.4pp | 28.99%-9.9pp | 378.59%-359.5pp |
| Employer contribution / active EE | $6,163 | $2,989+106.2% | $2,780+121.7% | $2,148+187.0% |
| Participant deferral / active EE | $5,497 | $3,263+68.5% | $3,537+55.4% | $3,540+55.3% |
| Admin fee / account holder | $29 | $90-67.3% | $3,840-99.2% | $142-79.3% |