Filed May 8, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,860 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,907 | $122,063-2.6% | $184,256-35.5% | $74,478+59.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.15% | 19.92%-7.8pp | 28.85%-16.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $3,944 | $4,539-13.1% | $6,427-38.6% | $2,626+50.2% |
| Participant deferral / active EE | $8,228 | $7,144+15.2% | $9,133-9.9% | $4,350+89.1% |
| Admin fee / account holder | $340 | $1,253-72.8% | $13,899-97.6% | $1,946-82.5% |