Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Service code 16 · EIN 26-0058143 | Consulting | $13,615 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,793 |
Filed as: FIDELITY INVSTS INST OPER CO,INC. Service code 60 | Sub-TA Fees | $0 |
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 | $127,606 | $50,919+150.6% | $155,556-18.0% | $77,762+64.1% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.6pp | 70.6%+13.3pp |
| Annual return | 12.67% | 34.84%-22.2pp | 64.84%-52.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $12,890 | $1,991+547.2% | $4,675+175.7% | $2,728+372.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $12 | $437-97.2% | $15,885-99.9% | $433-97.2% |