Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 19 · EIN 13-1624203 | Securities Custodian | $41,256 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $16,033 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $83,884-100.0% | $64,110-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.3%-72.3pp | 70.7%-70.7pp |
| Annual return | 15.42% | 16.57%-1.2pp | 33.75%-18.3pp | 34.37%-18.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,751-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,945 | $3,692+250.6% | $3,883+233.4% | $4,530+185.7% |
| Admin fee / account holder | $0 | $196-100.0% | $3,071-100.0% | $347-100.0% |