Filed March 14, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $192,162 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $32,000 |
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 | $155,531 | $79,151+96.5% | $60,919+155.3% | $64,829+139.9% |
| Participation rate | 96.2% | 77.7%+18.5pp | 73.1%+23.1pp | 71.5%+24.8pp |
| Annual return | -12.22% | -7.12%-5.1pp | 16.98%-29.2pp | 32.85%-45.1pp |
| Employer contribution / active EE | $6,436 | $3,052+110.9% | $2,704+138.0% | $2,507+156.7% |
| Participant deferral / active EE | $6,591 | $3,727+76.8% | $3,814+72.8% | $4,312+52.9% |
| Admin fee / account holder | $155 | $106+46.7% | $3,226-95.2% | $188-17.4% |