Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $47,767 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,796 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,402 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,024 | $79,151+93.3% | $60,919+151.2% | $64,829+136.0% |
| Participation rate | 83.6% | 77.7%+5.9pp | 73.1%+10.5pp | 71.5%+12.1pp |
| Annual return | -12.51% | -7.12%-5.4pp | 16.98%-29.5pp | 32.85%-45.4pp |
| Employer contribution / active EE | $11,821 | $3,052+287.3% | $2,704+337.2% | $2,507+371.5% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,312-100.0% |
| Admin fee / account holder | $72 | $106-31.5% | $3,226-97.8% | $188-61.4% |