Filed April 13, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $76,945 |
TIAA4 years Filed as: TIAA-CREF Service code 49 · EIN 13-1624203 | Other Services | $48,692 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,677 | $91,762+72.9% | $67,502+135.1% | $77,643+104.4% |
| Participation rate | 96.2% | 75.9%+20.3pp | 72.9%+23.4pp | 70.6%+25.7pp |
| Annual return | 15.06% | 14.87%+0.2pp | 3512.12%-3497.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,331 | $3,181+36.2% | $2,731+58.6% | $2,726+58.9% |
| Participant deferral / active EE | $3,787 | $3,903-3.0% | $4,000-5.3% | $4,647-18.5% |
| Admin fee / account holder | $136 | $176-22.6% | $3,998-96.6% | $430-68.4% |