Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Service code 49 · EIN 26-0058143 | Other Services | $13,320 |
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 | $122,406 | $47,173+159.5% | $149,740-18.3% | $74,478+64.4% |
| Participation rate | 81.8% | 63.4%+18.3pp | 78.8%+3.0pp | 70.7%+11.0pp |
| Annual return | 15.66% | 22.75%-7.1pp | 134.51%-118.9pp | 34.37%-18.7pp |
| Employer contribution / active EE | $11,393 | $1,903+498.7% | $4,821+136.3% | $2,637+332.1% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,222-100.0% | $347-100.0% |