Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $90,760 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,101 | $122,259+22.8% | $147,041+2.1% | $199,874-24.9% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 22.91% | 30.58%-7.7pp | 419.21%-396.3pp | 34.28%-11.4pp |
| Employer contribution / active EE | $8,359 | $4,097+104.0% | $4,935+69.4% | $3,036+175.3% |
| Participant deferral / active EE | $15,383 | $8,504+80.9% | $8,071+90.6% | $5,090+202.2% |
| Admin fee / account holder | $68 | $179-62.3% | $13,006-99.5% | $269-74.9% |