Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $31,803 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 2.91% | 5.59%-2.7pp | 8.41%-5.5pp | 7.65%-4.7pp |
| Employer contribution / active EE | $3,936 | $10,158-61.2% | $41,333-90.5% | $20,582-80.9% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |