Filed June 16, 2026
Total covered: 3,302 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $850,051 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $325,676 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $161,631 | $164,350-1.7% | $95,952+68.5% | $106,222+52.2% |
| Participation rate | 94.1% | 90.5%+3.7pp | 77.1%+17.0pp | 70.8%+23.3pp |
| Annual return | 16.94% | 14.56%+2.4pp | 91.61%-74.7pp | 21.69%-4.8pp |
| Employer contribution / active EE | $11,694 | $4,292+172.5% | $2,541+360.2% | $2,723+329.4% |
| Participant deferral / active EE | $8,235 | $7,854+4.9% | $4,167+97.6% | $4,600+79.0% |
| Admin fee / account holder | $90 | $65+37.7% | $6,795-98.7% | $78+15.0% |