Filed January 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $122,991 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,534 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,128 | $122,693-22.5% | $184,203-48.4% | $199,593-52.3% |
| Participation rate | 95.0% | 86.8%+8.2pp | 86.8%+8.1pp | 72.0%+23.0pp |
| Annual return | 14.64% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,157 | $4,584-9.3% | $6,427-35.3% | $3,034+37.0% |
| Participant deferral / active EE | $8,220 | $7,990+2.9% | $9,131-10.0% | $5,087+61.6% |
| Admin fee / account holder | $67 | $121-44.3% | $13,901-99.5% | $269-75.0% |