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 | Distribution (12b-1) fees; Shareholde... | $106,911 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,324 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $184 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND CO, INC Service code 33 | Securities brokerage commissions and ... | $0 |
FIIOC2+ years Filed as: FIIOC, INC Service code 15 | Recordkeeping | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,772 | $91,420+1.5% | $57,196+62.2% | $65,292+42.1% |
| Participation rate | 25.5% | 72.6%-47.1pp | 75.3%-49.8pp | 72.4%-46.9pp |
| Annual return | 8.80% | 7.55%+1.3pp | 14.59%-5.8pp | 11.84%-3.0pp |
| Employer contribution / active EE | $1,557 | $3,776-58.8% | $2,683-42.0% | $2,302-32.4% |
| Participant deferral / active EE | $1,133 | $3,512-67.7% | $3,096-63.4% | $3,579-68.3% |
| Admin fee / account holder | $39 | $22+79.2% | $3,141-98.8% | $57-31.9% |