Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,784 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,896 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,403 | $89,067+119.4% | $102,423+90.8% | $77,714+151.4% |
| Participation rate | 81.0% | 80.9%+0.1pp | 76.5%+4.5pp | 70.6%+10.4pp |
| Annual return | 15.89% | 25.01%-9.1pp | 29.42%-13.5pp | 31.26%-15.4pp |
| Employer contribution / active EE | $5,141 | $2,699+90.4% | $3,023+70.1% | $2,727+88.5% |
| Participant deferral / active EE | $10,269 | $5,147+99.5% | $5,054+103.2% | $4,649+120.9% |
| Admin fee / account holder | $60 | $236-74.6% | $9,455-99.4% | $433-86.2% |