Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Service code 49 · EIN 26-0058143 | Other Services | $82,363 |
FLIK INTERNATIONAL6+ years Service code 99 · EIN 13-2814803 | Other Fees | $5,588 |
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 | $60,730 | $66,513-8.7% | $178,510-66.0% | $106,273-42.9% |
| Participation rate | 92.3% | 73.8%+18.5pp | 81.9%+10.3pp | 70.8%+21.5pp |
| Annual return | 18.76% | 21.81%-3.0pp | 151.13%-132.4pp | 21.70%-2.9pp |
| Employer contribution / active EE | $633 | $1,776-64.4% | $5,011-87.4% | $2,722-76.8% |
| Participant deferral / active EE | $4,990 | $3,679+35.6% | $5,202-4.1% | $4,601+8.4% |
| Admin fee / account holder | $0 | $53-100.0% | $13,988-100.0% | $78-100.0% |