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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $63,498 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,839 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,924 | $79,151+93.2% | $60,906+151.1% | $64,819+135.9% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.5pp |
| Annual return | -11.50% | -7.12%-4.4pp | 16.94%-28.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,467 | $3,727+19.8% | $3,814+17.1% | $4,311+3.6% |
| Admin fee / account holder | $111 | $106+5.0% | $3,227-96.6% | $188-40.9% |