Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,379 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,794 | $84,948+50.4% | $70,449+81.4% | $73,409+74.1% |
| Participation rate | 86.7% | 79.9%+6.7pp | 75.1%+11.6pp | 72.2%+14.5pp |
| Annual return | 6.55% | 13.39%-6.8pp | 109.03%-102.5pp | 59.29%-52.7pp |
| Employer contribution / active EE | $5,618 | $2,834+98.3% | $2,737+105.3% | $2,234+151.5% |
| Participant deferral / active EE | $6,829 | $3,387+101.6% | $3,709+84.1% | $3,805+79.4% |
| Admin fee / account holder | $35 | $98-64.3% | $3,845-99.1% | $158-77.8% |