Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 10 · EIN 26-0058143 | Accounting | $39,749 |
FLIK INTERNATIONAL1+ years Service code 10 · EIN 13-2814803 | Accounting | $7,242 |
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 | $36,706 | $46,516-21.1% | $147,618-75.1% | $69,651-47.3% |
| Participation rate | 94.6% | 65.8%+28.8pp | 84.6%+10.0pp | 66.6%+28.0pp |
| Annual return | 2.01% | 9.48%-7.5pp | 61.98%-60.0pp | 53.77%-51.8pp |
| Employer contribution / active EE | $475 | $1,393-65.9% | $5,564-91.5% | $2,241-78.8% |
| Participant deferral / active EE | $3,979 | $2,719+46.3% | $4,895-18.7% | $3,635+9.5% |
| Admin fee / account holder | $0 | $45-100.0% | $11,612-100.0% | $63-100.0% |