Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $326,276 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,568 |
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 | $153,937 | $55,694+176.4% | $81,844+88.1% | $199,960-23.0% |
| Participation rate | 80.1% | 62.7%+17.5pp | 72.4%+7.8pp | 72.0%+8.1pp |
| Annual return | 13.10% | 19.59%-6.5pp | 778.87%-765.8pp | 34.28%-21.2pp |
| Employer contribution / active EE | $10,263 | $2,114+385.4% | $2,916+251.9% | $3,036+238.1% |
| Participant deferral / active EE | $7,501 | $3,299+127.4% | $4,323+73.5% | $5,087+47.5% |
| Admin fee / account holder | $29 | $348-91.6% | $7,355-99.6% | $269-89.2% |