Filed April 15, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $57,356 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,839 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $250 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO, INC Service code 33 | Securities brokerage commissions and ... | $0 |
FIIOC1+ years Filed as: FIIOC, INC Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,650 | $112,772-24.9% | $57,357+47.6% | $59,188+43.0% |
| Participation rate | 59.9% | 71.3%-11.4pp | 75.1%-15.2pp | 69.4%-9.5pp |
| Annual return | 11.55% | 0.85%+10.7pp | 24.41%-12.9pp | 5.51%+6.0pp |
| Employer contribution / active EE | $3,580 | $3,400+5.3% | $2,689+33.2% | $2,098+70.7% |
| Participant deferral / active EE | $1,980 | $3,010-34.2% | $3,162-37.4% | $3,265-39.4% |
| Admin fee / account holder | $22 | $144-84.8% | $3,357-99.3% | $92-76.3% |