Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,543 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOCIAT Service code 13 · EIN 13-5656874 | Contract Administrator | $46,165 |
GRAY CALLISON & CO1+ years Filed as: GRAY CALLISON & CO PA Service code 10 · EIN 56-1285792 | Accounting | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$184,839 |
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 | $73,899 | $75,760-2.5% | $123,105-40.0% | $59,188+24.9% |
| Participation rate | 97.3% | 86.0%+11.3pp | 86.8%+10.6pp | 69.4%+27.9pp |
| Annual return | 1.29% | 2.93%-1.6pp | 13.22%-11.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $5,912 | $3,415+73.1% | $5,151+14.8% | $2,098+181.8% |
| Participant deferral / active EE | $4,674 | $5,000-6.5% | $6,229-25.0% | $3,265+43.2% |
| Admin fee / account holder | $28 | $61-53.4% | $9,014-99.7% | $92-69.3% |