Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $52,940 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,250 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,213 | $83,884+110.1% | $64,110+174.9% | $74,478+136.6% |
| Participation rate | 87.9% | 76.6%+11.3pp | 72.3%+15.5pp | 70.7%+17.1pp |
| Annual return | 14.50% | 16.57%-2.1pp | 33.75%-19.2pp | 34.37%-19.9pp |
| Employer contribution / active EE | $13,544 | $3,084+339.2% | $2,751+392.4% | $2,637+413.7% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,883-100.0% | $4,530-100.0% |
| Admin fee / account holder | $101 | $196-48.6% | $3,071-96.7% | $347-71.0% |