Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $875,532 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $73,999 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $24,050 |
CURCIO WEBB2 years Filed as: CURCIO WEBB, L.L.C. Service code 28 · EIN 36-4171366 | Investment Management | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,750 | $114,884+72.1% | $60,919+224.6% | $89,433+121.1% |
| Participation rate | 95.2% | 70.1%+25.1pp | 73.1%+22.1pp | 71.3%+23.9pp |
| Annual return | -11.32% | -13.42%+2.1pp | 16.98%-28.3pp | -11.88%+0.6pp |
| Employer contribution / active EE | $6,144 | $5,609+9.5% | $2,704+127.2% | $3,021+103.4% |
| Participant deferral / active EE | $8,112 | $4,846+67.4% | $3,814+112.7% | $5,125+58.3% |
| Admin fee / account holder | $33 | $37-10.4% | $3,226-99.0% | $79-57.9% |