Filed April 25, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $36,603 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $385 |
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 | $102,096 | $74,552+36.9% | $63,018+62.0% | $69,631+46.6% |
| Participation rate | 98.5% | 78.3%+20.2pp | 74.8%+23.7pp | 70.7%+27.8pp |
| Annual return | 13.76% | 15.77%-2.0pp | 87.62%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $4,400 | $2,929+50.2% | $2,761+59.4% | $2,032+116.5% |
| Participant deferral / active EE | $4,151 | $2,974+39.5% | $3,330+24.7% | $3,224+28.8% |
| Admin fee / account holder | $58 | $59-1.9% | $3,601-98.4% | $110-47.2% |