Filed June 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC10+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,669 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,295 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,546 |
Filed as: FIDELITY INVESTMENTS INSTIUTIONAL Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,139 | $50,815+221.0% | $155,509+4.9% | $77,643+110.1% |
| Participation rate | 62.7% | 63.1%-0.4pp | 78.2%-15.5pp | 70.6%-7.8pp |
| Annual return | 15.03% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $5,182 | $1,993+160.1% | $4,672+10.9% | $2,726+90.1% |
| Participant deferral / active EE | $3,383 | $2,822+19.9% | $5,626-39.9% | $4,647-27.2% |
| Admin fee / account holder | $59 | $437-86.4% | $15,912-99.6% | $430-86.2% |