Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 49 · EIN 26-0058143 | Other Services | $15,499 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $134,626 | $56,551+138.1% | $185,854-27.6% | $86,828+55.0% |
| Participation rate | 86.2% | 65.5%+20.6pp | 81.7%+4.4pp | 72.3%+13.9pp |
| Annual return | 12.70% | 118.23%-105.5pp | 122.12%-109.4pp | 97.95%-85.2pp |
| Employer contribution / active EE | $10,266 | $1,845+456.5% | $5,169+98.6% | $2,406+326.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,246-100.0% | $170-100.0% |