Filed August 24, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,243 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK, P.C. Service code 10 · EIN 45-4051133 | Accounting | $13,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,819 | $89,436-19.7% | $164,813-56.4% | $77,643-7.5% |
| Participation rate | 86.0% | 78.6%+7.3pp | 78.6%+7.4pp | 70.6%+15.4pp |
| Annual return | 15.34% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,700 | $2,569-33.8% | $4,341-60.8% | $2,726-37.6% |
| Participant deferral / active EE | $6,261 | $4,897+27.9% | $6,031+3.8% | $4,647+34.7% |
| Admin fee / account holder | $99 | $339-70.8% | $12,690-99.2% | $430-77.0% |