Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Service code 16 · EIN 26-0058143 | Consulting | $123,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,779 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $68,147 | $73,283-7.0% | $155,556-56.2% | $106,553-36.0% |
| Participation rate | 87.5% | 73.3%+14.2pp | 78.2%+9.2pp | 69.8%+17.6pp |
| Annual return | 16.37% | 15.76%+0.6pp | 64.84%-48.5pp | 17.37%-1.0pp |
| Employer contribution / active EE | $759 | $2,241-66.1% | $4,675-83.8% | $3,359-77.4% |
| Participant deferral / active EE | $5,932 | $4,567+29.9% | $5,631+5.3% | $5,562+6.6% |
| Admin fee / account holder | $0 | $56-100.0% | $15,885-100.0% | $80-100.0% |