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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $198,064 |
CAPFINANCIAL PARTNERS LLC6 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 | $172,244 | $83,884+105.3% | $64,110+168.7% | $74,478+131.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.66% | 16.57%-1.9pp | 33.75%-19.1pp | 34.37%-19.7pp |
| Employer contribution / active EE | $6,726 | $3,084+118.1% | $2,751+144.5% | $2,637+155.1% |
| Participant deferral / active EE | $6,861 | $3,692+85.8% | $3,883+76.7% | $4,530+51.4% |
| Admin fee / account holder | $142 | $196-27.5% | $3,071-95.4% | $347-59.1% |