Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $62,374 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,075 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,798 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,199 | $91,710+110.7% | $67,560+186.0% | $77,762+148.4% |
| Participation rate | 87.2% | 76.0%+11.2pp | 72.9%+14.3pp | 70.6%+16.6pp |
| Annual return | 11.31% | 14.88%-3.6pp | 3533.50%-3522.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $15,601 | $3,187+389.5% | $2,737+470.1% | $2,728+471.9% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $118 | $245-51.6% | $3,994-97.0% | $433-72.6% |