Filed August 13, 2026 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARY ELLEN GORDON1 year Service code 55 · EIN 15-5522038 | Other Commissions | $27,170 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,225 | $120,057+65.1% | $75,696+161.9% | $93,030+113.1% |
| Participation rate | 74.1% | 77.3%-3.2pp | 74.8%-0.8pp | 73.9%+0.2pp |
| Annual return | 12.73% | 19.62%-6.9pp | 104.53%-91.8pp | 158.70%-146.0pp |
| Employer contribution / active EE | $5,671 | $3,253+74.3% | $2,743+106.8% | $2,706+109.6% |
| Participant deferral / active EE | $4,460 | $4,089+9.1% | $3,821+16.7% | $4,562-2.2% |
| Admin fee / account holder | $109 | $81+33.6% | $3,619-97.0% | $152-28.3% |