Filed April 13, 2022 (most recent of 7 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $81,333 |
TIAA2 years Filed as: TIAA-CREF Service code 49 · EIN 13-1624203 | Other Services | $43,887 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,363 | $79,151+72.3% | $60,906+123.9% | $64,819+110.4% |
| Participation rate | 95.0% | 77.7%+17.3pp | 73.1%+21.9pp | 71.5%+23.5pp |
| Annual return | -12.55% | -7.12%-5.4pp | 16.94%-29.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $4,055 | $3,052+32.8% | $2,703+50.0% | $2,507+61.7% |
| Participant deferral / active EE | $3,337 | $3,727-10.5% | $3,814-12.5% | $4,311-22.6% |
| Admin fee / account holder | $94 | $106-10.8% | $3,227-97.1% | $188-49.8% |