Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $345,194 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS,LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,037 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $122,031 | $43,236+182.2% | $82,768+47.4% | $77,906+56.6% |
| Participation rate | 96.5% | 64.2%+32.3pp | 72.6%+24.0pp | 73.7%+22.8pp |
| Annual return | -13.54% | 2.40%-15.9pp | 702.70%-716.2pp | 12.16%-25.7pp |
| Employer contribution / active EE | $11,095 | $1,924+476.5% | $3,008+268.9% | $2,846+289.8% |
| Participant deferral / active EE | $8,344 | $3,069+171.9% | $4,395+89.9% | $4,805+73.6% |
| Admin fee / account holder | $28 | $102-72.2% | $5,326-99.5% | $133-78.5% |