Filed July 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $12,504 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,877 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,978 | $121,098-0.9% | $125,175-4.2% | - |
| Participation rate | 98.0% | 74.4%+23.6pp | 79.8%+18.2pp | - |
| Annual return | 23.13% | 15.50%+7.6pp | 43.79%-20.7pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,865-100.0% | - |
| Participant deferral / active EE | $8,345 | $3,481+139.7% | $4,937+69.0% | - |
| Admin fee / account holder | $174 | $16,883-99.0% | $9,702-98.2% | - |