Filed October 21, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $292,214 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $31,584 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,650 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,581 | $98,780-12.3% | $60,919+42.1% | $77,906+11.1% |
| Participation rate | 84.1% | 76.7%+7.4pp | 73.1%+11.0pp | 73.7%+10.4pp |
| Annual return | -10.28% | -11.56%+1.3pp | 16.98%-27.3pp | 12.16%-22.4pp |
| Employer contribution / active EE | $7,515 | $3,605+108.5% | $2,704+177.9% | $2,846+164.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $44 | $89-50.0% | $3,226-98.6% | $133-66.6% |