Filed August 19, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,031,183 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $75,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $38,452 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,088 | $133,493+58.1% | $64,110+229.3% | $96,393+119.0% |
| Participation rate | 74.8% | 69.3%+5.5pp | 72.3%+2.5pp | 71.3%+3.5pp |
| Annual return | 14.85% | 17.06%-2.2pp | 33.75%-18.9pp | 22.88%-8.0pp |
| Employer contribution / active EE | $5,021 | $6,233-19.4% | $2,751+82.5% | $3,239+55.0% |
| Participant deferral / active EE | $6,360 | $5,097+24.8% | $3,883+63.8% | $5,455+16.6% |
| Admin fee / account holder | $36 | $34+4.7% | $3,071-98.8% | $74-51.3% |