Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 49 · EIN 26-0058143 | Other Services | $12,834 |
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 | $109,501 | $46,339+136.3% | $143,801-23.9% | $64,829+68.9% |
| Participation rate | 81.1% | 64.3%+16.8pp | 80.3%+0.7pp | 71.5%+9.6pp |
| Annual return | -13.03% | -10.05%-3.0pp | -0.04%-13.0pp | 32.85%-45.9pp |
| Employer contribution / active EE | $11,420 | $1,911+497.6% | $4,952+130.6% | $2,507+355.5% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,680-100.0% | $188-100.0% |