Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 49 · EIN 26-0058143 | Other Services | $172,099 |
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 | $45,656 | $53,684-15.0% | $170,435-73.2% | $80,976-43.6% |
| Participation rate | 94.0% | 69.2%+24.8pp | 83.6%+10.4pp | 68.3%+25.7pp |
| Annual return | 21.41% | 25.97%-4.6pp | 205.94%-184.5pp | 22.91%-1.5pp |
| Employer contribution / active EE | $588 | $1,642-64.2% | $5,432-89.2% | $2,402-75.5% |
| Participant deferral / active EE | $4,211 | $3,017+39.6% | $4,939-14.7% | $3,848+9.4% |
| Admin fee / account holder | $0 | $46-100.0% | $13,881-100.0% | $67-100.0% |