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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,412 |
Service code 16 · EIN 92-2678185 | Consulting | $36,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,846 |
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 | $123,192 | $95,090+29.6% | $211,142-41.7% | $64,728+90.3% |
| Participation rate | 93.6% | 85.7%+7.9pp | 87.3%+6.3pp | 57.9%+35.7pp |
| Annual return | 17.15% | 49.50%-32.3pp | 46.84%-29.7pp | 49.38%-32.2pp |
| Employer contribution / active EE | $3,589 | $4,313-16.8% | $6,442-44.3% | $2,243+60.0% |
| Participant deferral / active EE | $4,370 | $6,774-35.5% | $9,284-52.9% | $2,729+60.1% |
| Admin fee / account holder | $171 | $538-68.2% | $19,076-99.1% | $1,145-85.1% |