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 | $122,128+22.9% | $147,117+2.0% | $200,096-25.0% |
| Participation rate | 93.8% | 78.2%+15.6pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 22.91% | 30.58%-7.7pp | 420.54%-397.6pp | 34.26%-11.4pp |
| Employer contribution / active EE | $8,359 | $4,093+104.2% | $4,932+69.5% | $3,038+175.2% |
| Participant deferral / active EE | $15,383 | $8,484+81.3% | $8,065+90.7% | $5,090+202.2% |
| Admin fee / account holder | $68 | $180-62.4% | $12,993-99.5% | $269-74.9% |