Filed September 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $21,926 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 | Plan Administrator | $19,955 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $10,500 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,088 | $69,763+73.6% | $67,502+79.4% | $74,495+62.5% |
| Participation rate | 86.1% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+18.9pp |
| Annual return | 10.22% | -40.34%+50.6pp | 3512.12%-3501.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,712 | $2,704+0.3% | $2,731-0.7% | $2,623+3.4% |
| Participant deferral / active EE | $3,002 | $3,636-17.4% | $4,000-25.0% | $4,346-30.9% |
| Admin fee / account holder | $143 | $896-84.0% | $3,998-96.4% | $1,942-92.6% |