Filed April 1, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 28 · EIN 26-0058143 | Investment Management | $77,629 |
FLIK INTERNATIONAL4+ years Service code 99 · EIN 13-2814803 | Other Fees | $5,419 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $87 |
Filed as: FIDELITY INVSTS INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,885 | $46,969-8.7% | $154,110-72.2% | $73,367-41.5% |
| Participation rate | 92.6% | 72.4%+20.2pp | 83.0%+9.5pp | 69.5%+23.1pp |
| Annual return | -5.42% | 821.68%-827.1pp | 735.22%-740.6pp | 173.45%-178.9pp |
| Employer contribution / active EE | $575 | $1,723-66.6% | $5,298-89.2% | $2,499-77.0% |
| Participant deferral / active EE | $4,441 | $3,162+40.4% | $5,081-12.6% | $4,033+10.1% |
| Admin fee / account holder | $0 | $47-100.0% | $13,412-100.0% | $68-100.0% |