Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $135,695 |
FLIK INTERNATIONAL5+ years Service code 99 · EIN 13-2814803 | Other Fees | $8,791 |
Filed as: FIDELITY INVSTS INST OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $53 |
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 | $51,914 | $58,202-10.8% | $172,757-70.0% | $89,609-42.1% |
| Participation rate | 92.4% | 72.8%+19.6pp | 82.6%+9.8pp | 69.6%+22.8pp |
| Annual return | 24.08% | 61.59%-37.5pp | 803.06%-779.0pp | 33.65%-9.6pp |
| Employer contribution / active EE | $571 | $1,759-67.5% | $5,144-88.9% | $2,584-77.9% |
| Participant deferral / active EE | $4,737 | $3,335+42.0% | $5,198-8.9% | $4,222+12.2% |
| Admin fee / account holder | $0 | $53-100.0% | $13,956-100.0% | $72-100.0% |