Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 10 · EIN 26-0058143 | Accounting | $97,106 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $38,640 |
FLIK INTERNATIONAL2+ years Service code 10 · EIN 13-2814803 | Accounting | $10,490 |
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 | $38,544 | $49,270-21.8% | $156,551-75.4% | $329,111-88.3% |
| Participation rate | 94.2% | 68.1%+26.0pp | 84.0%+10.1pp | 67.9%+26.3pp |
| Annual return | 8.75% | 23.25%-14.5pp | 32.23%-23.5pp | 16.35%-7.6pp |
| Employer contribution / active EE | $543 | $1,534-64.6% | $5,501-90.1% | $2,303-76.4% |
| Participant deferral / active EE | $3,962 | $2,920+35.7% | $4,871-18.7% | $3,682+7.6% |
| Admin fee / account holder | $7 | $51-86.3% | $13,028-99.9% | $754-99.1% |