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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $82,959 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,917 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $16,380 |
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 | $176,159 | $91,680+92.1% | $67,524+160.9% | $77,692+126.7% |
| Participation rate | 70.7% | 76.0%-5.3pp | 72.9%-2.2pp | 70.6%+0.1pp |
| Annual return | 12.25% | 14.87%-2.6pp | 3519.41%-3507.2pp | 31.25%-19.0pp |
| Employer contribution / active EE | $2,190 | $3,186-31.3% | $2,734-19.9% | $2,726-19.7% |
| Participant deferral / active EE | $3,497 | $3,909-10.5% | $4,001-12.6% | $4,648-24.8% |
| Admin fee / account holder | $181 | $176+2.8% | $4,001-95.5% | $431-57.9% |