Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 28 · EIN 26-0058143 | Investment Management | $31,384 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,887 | $68,408+35.8% | $57,196+62.4% | $57,658+61.1% |
| Participation rate | 98.4% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 0.22% | 8.51%-8.3pp | 14.59%-14.4pp | 5.13%-4.9pp |
| Employer contribution / active EE | $4,405 | $2,869+53.5% | $2,683+64.2% | $1,974+123.2% |
| Participant deferral / active EE | $4,300 | $2,903+48.1% | $3,096+38.9% | $3,061+40.5% |
| Admin fee / account holder | $51 | $70-27.2% | $3,141-98.4% | $95-46.4% |