Filed June 27, 2025 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,674 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LL Service code 16 · EIN 82-1434504 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,874 |
Participant 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 | $110,741 | $129,159-14.3% | $184,243-39.9% | $77,714+42.5% |
| Participation rate | 95.5% | 87.4%+8.2pp | 86.8%+8.7pp | 70.6%+24.9pp |
| Annual return | 14.01% | 33.22%-19.2pp | 28.82%-14.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $3,617 | $4,410-18.0% | $6,427-43.7% | $2,727+32.6% |
| Participant deferral / active EE | $4,144 | $7,305-43.3% | $9,132-54.6% | $4,649-10.9% |
| Admin fee / account holder | $179 | $256-30.2% | $13,914-98.7% | $433-58.8% |